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Banking Advisor Advisory Center
- Montreal, Québec, Canada
- Montreal, Québec, Canada
Über
A career as a Banking Advisor in Client Contact Centre means playing a role similar as the one in a branch but working from our advisory call center. You support an established, more specialized client base that belongs to various professional associations by answering their calls and providing personalized financial advice. Based on your warm, human approach and strong analytical skills, you deliver a high‑quality experience to clients
Your salary
The annual salary starts at $61 200 . Based on your experience and expertise, the salary and level of the job can be review.
Your job
- Manage client appointments and to be attentive to their needs.
- Advise professional clients and recommend appropriate financial solutions to meet their investment, personal financing, made-to-measure insurance and estate planning.
- Support your clients through the mortgage renewal or renegotiation process .
- Ensure client satisfaction, engagement and loyalty.
- Refer your clients to your specialist colleagues for their specific needs.
- Ensure adherence to compliance and risk management rules.
Your work schedule in this team can be Monday to Thursday 9am to 5pm (with a minimum of one evening per week 12pm to 8pm), Friday 9am to 5pm as well of Saturday 9am to 5pm (on rotation) based on the operational needs of the team.
Your team
Our team values passionate people and bold ideas. You will benefit from a structured development path and role‑specific coaching designed to develop your expertise and strengthen your advisory skills.
r team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other.
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.
Prerequisites
- Hold a college diploma (DEC) or equivalent
- Hold or obtain a mutual fund representative (MFR) licence within three months of hiring with a full refund once you have successfully obtained it
- Advisory service experience, inclusive attitude and openness to diversity
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
Sprachkenntnisse
- English
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