Main 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.

Required qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence – If not, you must obtain this 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.

Preferred qualifications

( None explicitly listed; the role offers opportunities for development and progression.)

Additional details

• The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability.
• This position reports to the Branch Manager.
• The role offers opportunities for development, including obtaining a mutual fund representative licence and performing mutual fund transactions.
• Training programs use on‑the‑job learning and personalized training content.
• The team values passionate people and bold ideas.
• After gaining experience, many options are available for advancement.

Languages

• French

Skills

• Brand Ambassadorship
• Business Development
• Client Education
• Communication
• Customer Relationship Management
• Diversity & Inclusion
• Driving Results
• Emotional Intelligence
• Funding
• Insurance
• Investments
• Mortgage Lending
• Personal Banking
• Proposal Generation
• Readiness