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Personal Banking Advisor Jobs in Quebec

Personal Banking Associate Jobs
By BMO At Montreal, Quebec, Canada
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Broader work or accountabilities may be assigned as needed. Qualifications:
Contributes to meeting branch business results and the customer experience.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
Contributes to business results and the overall experience delivered in the branch.
Personal Banking Associate [Td Bank]
By CareerBeacon At Sussex, New Brunswick, Canada
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
Engage customers in day to day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
High School Diploma with over 1 year of relevant experience
Knowledge of banking solutions and processes to advise customers
Senior Investment & Personal Banking Specialist Trainee- Outremont, Qc [Scotiabank]
By CareerBeacon At Montreal, Quebec, Canada
Demonstrated sales management experience and the ability to market Scotiabank
Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
A minimum two years of related experience selling investment and credit products
The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
A competitive compensation and benefits package customized for Retail Banking
Be passionate about financial sales as well as delivering trusted financial advice to customers
Banking Advisor- En Jobs
By RBC At Chandler, Quebec, Canada
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
Répondre aux demandes des clients en leur permettant d’effectuer une gamme complète d’opérations financières
Pratiquer l’écoute active et amorcer la conversation avec les clients afin de mieux cerner leurs besoins
Prendre sur soi de résoudre et de prévenir les problèmes des clients qui touchent à leurs services bancaires
Entretenir et consolider ses relations avec les partenaires pour tirer le maximum des occasions d’affaires et des recommandations
Senior Investment & Personal Banking Specialist Trainee- Outremont, Qc
By Scotiabank At Montreal, Quebec, Canada
Demonstrated sales management experience and the ability to market Scotiabank
Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
A minimum two years of related experience selling investment and credit products
The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
A competitive compensation and benefits package customized for Retail Banking
Be passionate about financial sales as well as delivering trusted financial advice to customers
Banking Advisor Jobs
By National Bank of Canada At Cap-aux-Meules, Quebec, Canada
Ensure adherence to compliance and risk management rules.
Interest in technology and skilled in sharing knowledge
Give advice and offer transaction solutions for Personal Banking clients.
Customer service experience, inclusive attitude and openness to diversity
Greet clients and answer questions.
Help clients use our banking applications and ABMs.
Banking Advisor Jobs
By National Bank of Canada At Drummondville, Quebec, Canada
Ensure adherence to compliance and risk management rules.
Interest in technology and skilled in sharing knowledge
Give advice and offer transaction solutions for Personal Banking clients.
Customer service experience, inclusive attitude and openness to diversity
Greet clients and answer questions.
Help clients use our banking applications and ABMs.
Banking Advisor Jobs
By National Bank of Canada At Roberval, Quebec, Canada
Ensure adherence to compliance and risk management rules.
Interest in technology and skilled in sharing knowledge
Give advice and offer transaction solutions for Personal Banking clients.
Customer service experience, inclusive attitude and openness to diversity
Greet clients and answer questions.
Help clients use our banking applications and ABMs.
Banking Advisor Jobs
By National Bank of Canada At Kirkland, Quebec, Canada
Ensure adherence to compliance and risk management rules.
Interest in technology and skilled in sharing knowledge
Give advice and offer transaction solutions for Personal Banking clients.
Customer service experience, inclusive attitude and openness to diversity
Greet clients and answer questions.
Help clients use our banking applications and ABMs.
Banking Advisor Jobs
By National Bank of Canada At Mont-Royal, Quebec, Canada
Ensure adherence to compliance and risk management rules.
Interest in technology and skilled in sharing knowledge
Advisory service experience, inclusive attitude and openness to diversity
Listen to clients’ needs and resolve complex situations.
Support your clients through the mortgage renewal or renegotiation process.
Ensure client satisfaction and engagement.
Banking Advisor Jobs
By National Bank of Canada At Sorel, Quebec, Canada
Ensure adherence to compliance and risk management rules.
Interest in technology and skilled in sharing knowledge
Give advice and offer transaction solutions for Personal Banking clients.
Customer service experience, inclusive attitude and openness to diversity
Greet clients and answer questions.
Help clients use our banking applications and ABMs.
Banking Advisor Jobs
By National Bank of Canada At Caraquet, New Brunswick, Canada
Ensure adherence to compliance and risk management rules.
Interest in technology and skilled in sharing knowledge
Give advice and offer transaction solutions for Personal Banking clients.
Customer service experience, inclusive attitude and openness to diversity
Greet clients and answer questions.
Help clients use our banking applications and ABMs.
Banking Advisor Jobs
By National Bank of Canada At Pont-Rouge, Quebec, Canada
Ensure adherence to compliance and risk management rules.
Interest in technology and skilled in sharing knowledge
Advisory service experience, inclusive attitude and openness to diversity
Listen to clients’ needs and resolve complex situations.
Support your clients through the mortgage renewal or renegotiation process.
Ensure client satisfaction and engagement.
Personal Finance Advisor- En
By Desjardins At Senneterre, Quebec, Canada
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
A minimum of 1 year of relevant experience
For vacant positions available in Quebec, please note that knowledge of French is required
Knowledge of current financial, economic, political and legislative events
Policies, legislation and standards related to products and services offered by the caisse
Advise members and clients on the best strategies and work with them to identify expected results

Are you looking for a rewarding career in personal banking? Join our team as a Personal Banking Advisor and help our customers achieve their financial goals! With competitive pay and excellent benefits, you'll be part of a team that values your hard work and dedication. Apply now and start your journey to success!

A Personal Banking Advisor is responsible for providing financial advice and services to customers. They must have a thorough understanding of banking products and services, as well as the ability to explain them to customers. They must also be able to assess customer needs and recommend the best banking products and services to meet those needs. To become a Personal Banking Advisor, you typically need a bachelor's degree in finance, accounting, or a related field. You may also need to complete additional training and certifications, depending on the company you work for. Personal Banking Advisor skills required for your resume and career include strong customer service skills, excellent communication and interpersonal skills, and the ability to explain complex financial concepts in an easy-to-understand manner. You should also have a good understanding of banking products and services, as well as the ability to assess customer needs and recommend the best banking products and services to meet those needs. Personal Banking Advisor knowledge for your resume and career include financial regulations, banking products and services, customer service, and sales techniques. You should also have a good understanding of banking technology, such as online banking and mobile banking. Personal Banking Advisor responsibilities for your resume and career include providing financial advice and services to customers, assessing customer needs and recommending the best banking products and services to meet those needs, and helping customers open and manage accounts. You should also be able to explain complex financial concepts in an easy-to-understand manner and provide customer service support. Personal Banking Advisor experience for your resume and career include working in a customer service or sales role in a banking environment. You should also have experience in assessing customer needs and recommending the best banking products and services to meet those needs. Personal Banking Advisor qualifications for your resume and career include a bachelor's degree in finance, accounting, or a related field. You may also need to complete additional training and certifications, depending on the company you work for. Personal Banking Advisor educations for your resume and career include courses in finance, accounting, banking, and customer service. You should also have a good understanding of banking products and services, as well as the ability to assess customer needs and recommend the best banking products and services to meet those needs. Tools that help Personal Banking Advisors work better include customer relationship management (CRM) software, banking software, and financial analysis software. Good tips to help Personal Banking Advisors do more effectively include staying up to date on banking regulations, staying organized, and staying in touch with customers.

Common Personal Banking Advisor interview questions include:

• What experience do you have in customer service and sales?
• What do you know about banking products and services?
• How would you explain complex financial concepts to customers?
• What do you think makes a successful Personal Banking Advisor?