Senior Banking Advisor (Bathurst)

Responsibilities

• Listen to clients' needs and resolve highly complex situations.
• Provide advice and appropriate solutions for Personal and Small Business clients covering transactions, investments, personal financing, mortgage renewals, made‑to‑measure insurance, and complex estate planning.
• Support clients through the mortgage renewal or renegotiation process.
• Participate in the development of branch colleagues.
• Ensure client satisfaction and engagement, serving as a point of reference.
• Adhere to compliance and risk management rules.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a Mutual Fund Representative (MFR) licence.
• Have advisory service experience, an inclusive attitude, and openness to diversity.
• Be comfortable sharing knowledge and helping colleagues develop their skills.

Benefits

• Competitive compensation.
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