Client Advisor
Role Overview
Supports clients with everyday banking and helps deliver memorable client experiences.
Demonstrates digital banking, onboards new clients, and refers complex opportunities to specialists.
Key Skills for This Role
Full Job Posting
Role overview
Supports clients with everyday banking and helps deliver memorable client experiences.
Demonstrates digital banking, onboards new clients, and refers complex opportunities to specialists.
Responsibilities
- Engage clients in the branch and community to identify banking needs, provide advice, and find sales and referral opportunities.
- Educate clients and demonstrate technology to improve experience, drive sales, and retain business.
- Assist clients with financial transactions and understand their individual needs.
- Resolve and prevent banking problems; maintain partner relationships for opportunities and referrals.
Must-have qualifications
- Client-first approach and success in hands-on, target-driven sales.
- Problem-solving, people skills, relationship-building ability, flexibility, eagerness to learn, and strong personal ethics.
- Digital literacy across devices and availability to work all business hours.
Nice to have
- Experience building rapport and client relationships in financial or service industries.
- Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course.
Benefits and development
- Total Rewards Program with compensation, bonuses, and flexible benefits.
- Career advancement, sales training, coaching, and development opportunities.
- Collaborative team support and tools.
Work arrangement
- Branch-based position at 100 St Andrew Street East, Centre Wellington, Ontario.
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