Banking advisor (On-Site) (Brossard)

Position Details

Job number: 31689 – Attendance On‑Site professional, permanent full‑time position. Location: Brossard. Area of interest: Advisory services, Personal banking.

Salary range: $49,000 – $60,700 per year.

Responsibilities

• Listen to client needs and resolve complex situations.
• Give advice and offer appropriate solutions for personal and small‑business clients, covering transactions, investments, personal financing, customized insurance, and estate planning.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for specific needs.
• Adhere to compliance and risk‑management rules.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence; if you do not already have it, you must obtain it within three months of hiring (full refund upon successful acquisition).
• Advisory servic...