Job Description
Area(s) of interest: Advisory services, Personal banking
Location(s): Winnipeg
Responsibilities
- Listen to clients’ needs and resolve complex situations.
- Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made‑to‑measure insurance and estate planning needs.
- Support your clients through the mortgage renewal or renegotiation process.
- Ensure client satisfaction and engagement.
- Refer your clients to your specialist colleagues for their specific needs.
- Ensure adherence to compliance and risk management rules.
Prerequisites
- Hold a college diploma (DEC) or equivalent.
- Hold a mutual fund representative (MFR) license.
- Advisory service experience, inclusive attitude and openness to diversity.
Skills
- Brand Ambassadorship <...