Step into a rewarding role as a Banking Advisor, where you will champion tailored financial strategies for personal and small business clients. Drive satisfaction by meeting diverse banking and financing needs with empathy.
This role supports clients in resolving complex situations, primarily focusing on investment guidance, mortgage processes, and estate planning. Collaborate closely with a dedicated team to ensure high-quality service and compliance with regulatory standards. Benefit from an engaging workplace that promotes internal growth and continuous learning.
Key Responsibilities:
• Listen to clients and address unique needs
• Provide expert advice on personal finance and investments
• Facilitate mortgage renewals and renegotiations
• Adhere to risk management protocols
• Direct clients to specialists when required
Requirements:
• Hold a college diploma (DEC) or equivalent
• Must obtain a mutual fund representative (MFR) license
• Prior advisory ...