Branch Advisor

Job Overview

Location
Mississauga, Ontario
Job Type
Full Time Job
Job ID
123367
Date Posted
1 year ago
Recruiter
Raymond Catherine
Job Views
97

Job Description

Your role

  • Welcome clients when they arrive and answer their questions
  • Help clients use our banking applications and ABMs
  • Listen to people's needs and resolve situations that may be complex
  • Provide advice and offer made-to-measure transactional, investment, financing and protection solutions
  • Demonstrate the ability to build lasting business relationships 
  • Direct clients to your colleagues for their specialized needs
  • Ensure adherence to compliance and risk management rules

The branches are open two nights a week and on Saturdays. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. Every day, you will work with a team of many experts specialized in investment, credit, mortgage financing and more.  

Our team values passionate people and bold ideas. We work together to ensure our clients can meet their objectives and our colleagues can do what they love. We rely on our colleagues to share knowledge and help each other. 

Required competencies:

  • College diploma or equivalent
  • Experience is customer service, inclusive attitude and respect for diversity
  • Positive attitude and strong empathy for clients
  • Mutual fund representative (MFR) licence – You must obtain this licence within three months of hiring with a full refund once you have successfully obtained it
  • Ability to communicate effectively in English

Preferred competencies:

  • Discipline, commitment to teamwork and interest in learning
  • Interest in technology and skill at sharing knowledge
  • Ability to adapt to various situations

After gaining relevant experience as a Branch Advisor, many options will be available to you. For example, you could get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility.

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, experiences and profiles to enrich all aspects of your development.

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Initiatives promoting community involvement
  • Telemedicine service
  • Virtual sleep clinic

Job ID: 123367

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