Job Description
Become a Personal Banking Advisor, helping clients navigate financial solutions tailored to their needs. This role requires good listening skills and a commitment to client satisfaction, all within a collaborative team environment.
In this positioned branch role, you will resolve complex situations for both personal and small business clients. You’ll provide appropriate financial advice and insurance options to ensure comprehensive client engagement. Part of your responsibilities includes adherence to compliance regulations and risk management while collaborating with specialists in investment and mortgages.
Key Responsibilities:
• Listen to clients and resolve their complex situations
• Advise on personal finance and insurance solutions
• Ensure client satisfaction and engagement consistently
• Refer clients to specialists as required
• Adhere to compliance and risk management rules
Requirements:
• College diploma (DEC) or equivalent
• Mutual-fund represe...
In this positioned branch role, you will resolve complex situations for both personal and small business clients. You’ll provide appropriate financial advice and insurance options to ensure comprehensive client engagement. Part of your responsibilities includes adherence to compliance regulations and risk management while collaborating with specialists in investment and mortgages.
Key Responsibilities:
• Listen to clients and resolve their complex situations
• Advise on personal finance and insurance solutions
• Ensure client satisfaction and engagement consistently
• Refer clients to specialists as required
• Adhere to compliance and risk management rules
Requirements:
• College diploma (DEC) or equivalent
• Mutual-fund represe...