Job Description
Banking Advisor
Location: Val‑D''Or. Permanent, full‑time position with salary $55,200 - $66,900 per year. Schedule may include varied shifts, including evenings.
Responsibilities
- Listen to clients’ needs and resolve complex situations.
- Give advice and offer appropriate solutions for personal and small‑business clients covering transactions, investments, financing, insurance, and estate planning.
- Support clients through mortgage renewal or renegotiation processes.
- Ensure client satisfaction and engagement.
- Refer clients to specialist colleagues for specific needs.
- Ensure adherence to compliance and risk‑management rules.
Qualifications
- Hold a college diploma (DEC) or equivalent.
- Hold a mutual‑fund representative (MFR) licence; if not, obtain within three months of hiring with a full refund upon successful acquisition.
- Experience in advisory services, inclusive ...
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