Mortgage advisor Jobs in Sherwood Park, AB

Last updated: 2 days ago

Promoted

Virtual business advisor - Bilingual

Randstad CanadaEdmonton, Alberta, CA

CA$64,000.00–CA$72,000.00 yearly

Permanent

Quick Apply

A reputable banking company is looking for a Virtual business advisor - Bilingual (French & English) to join their team, remotely. The role helps clients to meet their immediate and long term go...Show moreLast updated: 30+ days ago

Private Client Advisor

Staffing In MotionEdmonton (East North Central / West Beverly), AB, ca

CA$300,000.00–CA$500,000.00 yearly

Full-time

Quick Apply

Firm : Large global portfolio management firm with over $250 billion in assets under management.Each client would have a separately managed portfolio that is custom tailored for that client.Fee...Show moreLast updated: 11 days ago

Mobile Mortgage Advisor - Commission Only

CIBCEdmonton, AB

CA$350,000.00 yearly

Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ...Show moreLast updated: 30+ days ago

Promoted

Banking advisor (On-Site)

National BankEdmonton, Alberta

CA$55,200.00–CA$66,900.00 yearly

Permanent

Attendance On-Site Job number 22923 Category Professional.Permanent Type of Contract Permanent.Full-Time Full Time / Part Time? Full-Time Posting date 08-Oct-2024 $ 55200 $ 66900.Edmonton, Alberta ...Show moreLast updated: 30+ days ago

Family Support Advisor

AO Globe Life - Mike GattoWood Buffalo, AB, CA

Full-time

Quick Apply

Job Title : Remote Family Support Advisor Company : AO Location : Remote (Canada) Position Type : Full-Time, Performance-Based Your Future Starts Here Imagine a career where you can make a real differe...Show moreLast updated: 2 days ago

Financial Wellness Advisor

American Income Life AO - Kelechi IkpeawujoEdmonton, AB, CA

Full-time

Quick Apply

Join us in shaping a future where financial security is within reach for everyone.Who We Are At AO Globe Life , we believe in more than just insurance. we believe in empowering people to live with ...Show moreLast updated: 30+ days ago

Parts Advisor

AutoCanadaSherwood Park, AB, CA

CA$19.00–CA$26.00 hourly

Sherwood Park Hyundai! This is your opportunity to get your foot in the door with an automotive group that believes in growing our talent, connecting with the communities that we serve, and buildin...Show moreLast updated: 30+ days ago

HSE Advisor

Broda ConstructionAlberta

CA$25.00–CA$35.00 hourly

We are seeking expressions of interest from a Health, Safety, Environment (HSE) Advisor in our Infrastructure Division.Preference will be given to those with 2+ years experience.Wages are competiti...Show moreLast updated: 30+ days ago

Promoted

Gender Advisor

Cuso InternationalAlberta, Edmonton, Canada

This Volunteer Placement is Located in : .Kingstown, Saint Vincent and the Grenadines.Eligibility : Open to Canadian Citizens, Permanent Residents of Canada, and residents of the Caribbean region.The ...Show moreLast updated: 30+ days ago

Promoted

Insurance Advisor

AMA - Alberta Motor AssociationEdmonton, AB, Canada

Full-time

Need a fresh start? Looking for a challenging career? Want to be part of an AMAzing team?.Our insurance team is looking for someone who enjoys working with people, prides themselves on excellent cu...Show moreLast updated: 3 days ago

Benefits Advisor

AO Globe LifeRocky View County, AB, CA

Full-time

Quick Apply

Unlock a Rewarding Career as a Benefits Advisor with AO Globe Life! Whether you're a hospitality or retail professional—or simply someone ready for a fresh start—we have a place for you...Show moreLast updated: 2 days ago

Promoted

Financial Advisor

Veres Career ConsultingAlberta, Canada

Full-time

We at Veres Career Consulting, a specialized recruitment agency, are searching for talented.Canada's leading wealth management firms. This opportunity is ideal for professionals looking to take the ...Show moreLast updated: 3 days ago

Banking Advisor

Royal Bank of Canada>EDMONTON, Canada

Full-time

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, ...Show moreLast updated: 12 days ago

Mortgage Advisor - Edmonton, Alberta Central, Alberta North

ScotiabankEdmonton, AB

CA$40,000.00–CA$110,000.00 yearly

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of res...Show moreLast updated: 30+ days ago

Mortgage Specialist

BMOEdmonton, AB

CA$60,000.00–CA$125,000.00 yearly

Part-time

Retail Banking Sales & Service.Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of ...Show moreLast updated: 30+ days ago

Wealth Advisor

Investment Planning CounselEdmonton, AB

CA$20.00 hourly

With your background, skills and experience you’ve already found success in the wealth management industry.Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as ...Show moreLast updated: 30+ days ago

Financial Advisor

IG Wealth ManagementSherwood Park, Alberta, Canada

Full-time

Building a practice at IG Wealth Management.IG Wealth Management advisors rely on their entrepreneurial spirit and drive to grow a business while keeping our clients interconnected financial needs ...Show moreLast updated: 30+ days ago

Virtual business advisor - Bilingual

Randstad CanadaEdmonton, Alberta, CA

30+ days ago

Salary

CA$64,000.00–CA$72,000.00 yearly

Job type

Permanent

Quick Apply

Job description

A reputable banking company is looking for a Virtual business advisor - Bilingual (French & English) to join their team, remotely.

The role helps clients to meet their immediate and long term goals by understanding business and financial needs and / or identifying opportunities to further deepen the relationship with the customer.

In addition to sales, this role supports clients’ day-to-day business needs by ensuring clients’ cash management and simple credit needs are met.

Position : Virtual business advisor

Salary : 64,000$ - 72, 000$ yearly

Schedule : Working hours M-F 8-8, Saturday 10-7 (rotational, once a month right now and day in lieu given) Sun Closed

Possibility of overtime

Start Date : December 2024

Advantages

100% remote
Well-known - reputable Company
10% annually on salary per year based on performance
Full benefits - medical, dental, mental health
Employee stock share
Employee banking offers
3 weeks vacation prorated

Responsibilities

Provide guidance, support and advice to clients through discovery conversations in order to meet their short and long term needs and triage high value clients to the appropriate relationship team.

Assess and recommend products based on suitability, while identifying opportunities to cross-sell.

Prepares concise analysis and recommendations in support of credit submissions, ensuring all information is accurately entered

Build strong partnerships by working closely with key partners

challenges including credit and risk issues.

Promote and demonstrate the use of digital banking options by introducing the client to alternative ways

Offer solutions, resolve and / or escalate client issues and concerns to leadership and / or appropriate parties without delays.

Introduce high-value clients to Relationship Managers, Business

Support back end Digital Business Onboarding (DBO) validation including support for managed clients

Ensure that all internal dealings and dealings with clients reflect the standards prescribed by policies and procedures, including : Anti-money laundering, Reputational and Legal Risk, Code of Conduct, Risk Management, etc.

Exercise appropriate due diligence prior to making credit recommendations and similarly prior to completion of any product sales

Follow established bank policies, procedures, guidelines, practices and required documentation; complete all risk activities

Dedicate time to personal development as guided by your individual plan and job specific learning requirements; participate in coaching sessions to obtain feedback on current performance and create an action / development plan

This role has the authority to resolve client issues within guidelines and escalate unresolved matters to appropriate area for resolution

When required, execute overrides based on operating procedures and delegate approvals within prescribed limits and authority based job level

Qualifications

Bilingual French & English - written and oral

2-3 years of experience in a similar role

Must be well versed in business accounts, credit cards, overdrafts, loans, lines of credit, and similar financial products

Well-developed knowledge of sales practices and experience in a professional fast-paced sales and service environment, preferably in a financial and client service industry or Client Contact Center

Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate (Internet connection can be connected to modem through hard cable=

Strong influencing and negotiating skills to respond to objections and offer solutions

Organized and detail oriented to manage high volumes of information

Well-developed ability to multi-task and work within tight timelines.

Well-developed knowledge of different corporate structures and basic credit analysis.

Demonstrate service excellence by being knowledgeable, resourceful and professional during all client interactions.

Well-developed knowledge of business products and services including lending, cash management solutions and GICs, as well as banking center services.

Well-developed knowledge of sales practices and experience in a professional fast-paced sales and service environment, preferably in a financial and client service industry or Client Contact Center

Ability to read and interpret financial statements, credit bureaus and other financial documents with the purpose of understanding a client’s business and preparing quality credit applications.

Well-developed knowledge of a full range of credit products / services, lending practices, credit analysis, compliance standards, and business specific products and services to fulfill or service clients with varying financial needs.

Well-developed sales and communication skills and experience handling client calls and delivering an excellent client experience

Well-developed interpersonal skills to establish and maintain strong relationships with clients, employees and internal / external partners

Well-developed understanding of lines of business, services, systems and operational knowledge to use company applications, desktop tools, ATM and online or mobile functionalities and desktop tools

Summary

Please apply to this exciting opportunity by choosing one of the following options :

1) Apply directly to this posting

2) Directly on www.randstad.ca

3) Send your resume to [email protected] and add subject : Virtual business advisor - Bilingual

We thank all those for applying.

Human forward

Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary / gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to [email protected] to ensure their ability to fully participate in the interview process.