Job Description
Step into a full-time Banking Advisor role at a prestigious institution in Val-D'Or, offering a competitive salary between $55,200 and $66,900 yearly. Help clients navigate investments, financing, and more while ensuring a high level of customer satisfaction.
The Banking Advisor position requires a college diploma and a mutual-fund representative licence, to be obtained within three months. You will serve personal and small-business clients by analyzing needs, offering tailored solutions, and facilitating mortgage processes. Supporting a diverse clientele, you will also collaborate with specialists to address specific needs while adhering to compliance standards.
Key Responsibilities:
• Listen carefully to clients and resolve complex situations
• Provide financial advice on various investment and financing options
• Offer support during mortgage renewals and negotiations
• Ensure client satisfaction and ensure adherence to compliance ru...
The Banking Advisor position requires a college diploma and a mutual-fund representative licence, to be obtained within three months. You will serve personal and small-business clients by analyzing needs, offering tailored solutions, and facilitating mortgage processes. Supporting a diverse clientele, you will also collaborate with specialists to address specific needs while adhering to compliance standards.
Key Responsibilities:
• Listen carefully to clients and resolve complex situations
• Provide financial advice on various investment and financing options
• Offer support during mortgage renewals and negotiations
• Ensure client satisfaction and ensure adherence to compliance ru...
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