Banking and Employee Benefits Advisor

A career as a Banking and Employee Benefits Advisor·at the Banking and Employee Benefits Advisory Centre ··is a varied job that allows you to pursue your ambitions by improving the lives of your colleagues and your colleagues. ··Our friendly approach and personalised support will help employees enjoy a human and interactive experience for remote employees. As a Banking and Employee Benefits Advisor ··, you will be responsible for advising our colleagues on the personal financial aspects and employee benefits offered by the Bank. This career is evolving, so you can expand your responsibilities.

Your job •Listen to needs and resolve complex situations. •Advise employees··on the benefits available, such as group insurance, wellness dollars, health spending accounts, tax impacts, banking and credit products, pension plans, investments and the Employee share ownership Plan (ESOP). •Offer comprehensive advice on employee benefits, taking into account employees' personal goals and life stages··and going beyond the colleague's initial request. •Advising employees··who are newcomers to Canada on the basics of Canadian financial literacy (including RAMQ) •Provide advice and recommend personalised solutions to employees to meet their banking, investment, personal financing, insurance and estate planning needs, including advice on employee benefits. •Ensure employee satisfaction and engagement ·· •Refer employees··to our Synergy specialist colleagues for their specific needs. •Ensure compliance and risk management rules are followed.

Your team you are part of a team that is passionate about financial advice (including employee benefits) for employees··reporting to the Senior Manager. you will benefit from a development path and support specific to your role to optimise your knowledge of the various solutions and improve your advisory approach. Passion and bold ideas are valued by our team. ··We stand together to help our employees achieve their goals or achieve what they love in life. We know that we can count on our colleagues to promote knowledge sharing and mutual support. Our on-the-job training programs help you master your profession. Personalized training content on topics such as banking solutions, employee benefits and the advisory approach is available to promote your ongoing learning. Access to colleagues with diverse expertise, experience and profiles will enrich your development from every point of view. Your work schedule for this team can be Monday to Thursday from 8 a.m. to 20 p.m., Friday from 8 a.m. to 18 p.m. (on rotation) and based on the team's operational needs. The position is based on an on-site work arrangement. Any potential for a hybrid work model is assessed on a case-by-case basis, based on business needs and applicable eligibility criteria, and does not constitute a condition of employment.

Prerequisites •College diploma (DEC) or equivalent •Approach and level of advice similar to a banking advisor D - no upgrades will be provided for personal finance, including products and services •Mutual Fund Representative (MFR) licence •Be autonomous and very comfortable working in an environment where processes and procedures are to be defined •Developing employee benefits advisory expertise, training will be provided •Advisory experience, inclusive attitude and respectful behaviour

Languages: English, French Reason for requiring this language: to regularly serve clients who speak a language other than French.

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

* Opportunities to get involved in community initiatives

* Telemedicine service

* Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!