Client Advisor
Role Overview
Supports clients with everyday banking and helps them achieve their goals through advice, digital banking assistance, and referrals.
Part-time role with 22.25 work hours per week; the posting requires availability during all business hours.
Branch and community client engagement is part of the work.
Key Skills for This Role
Full Job Posting
Role overview
Supports clients with everyday banking and helps them achieve their goals through advice, digital banking assistance, and referrals.
Part-time role with 22.25 work hours per week; the posting requires availability during all business hours.
Branch and community client engagement is part of the work.
Responsibilities
- Engage clients to identify banking needs, offer advice, and uncover sales and referral opportunities.
- Educate clients and demonstrate digital banking tools to support memorable experiences, sales, and retention.
- Handle client-initiated contact and assist with financial transactions.
- Listen to clients, resolve and prevent banking problems, and maintain partner relationships for referrals.
Must-have qualifications
- Client-first approach and demonstrated success in a hands-on, target-driven sales environment.
- Problem-solving and people skills, relationship-building ability, and proactive client engagement.
- Flexibility, eagerness to learn, strong personal ethics, and motivation to succeed.
- Digital literacy across smartphones, tablets, laptops, and similar devices.
- Availability to work all business hours.
Preferred qualifications
- Experience building rapport and maintaining client relationships in financial or service industries is preferred.
- Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course, is an asset.
Development and rewards
- The posting describes compensation, bonuses, flexible benefits, career advancement, sales training, coaching, and development opportunities.
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