Banking Advisor

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. 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

English, French