Client Advisor
Role Overview
Support clients with everyday banking and help them achieve their financial goals.
Contribute to client satisfaction and loyalty through advice, digital banking demonstrations, onboarding, and referrals.
Key Skills for This Role
Full Job Posting
Opportunity
Support clients with everyday banking and help them achieve their financial goals.
Contribute to client satisfaction and loyalty through advice, digital banking demonstrations, onboarding, and referrals.
Role responsibilities
- Engage clients in the branch and community to uncover needs and provide banking help and advice.
- Identify sales and referral opportunities; educate clients and demonstrate digital banking technology.
- Respond to client contact and assist with a full range of financial transactions.
- Listen to clients, resolve and prevent banking problems, and maintain partner relationships.
Must-have qualifications
- Client-first approach and success in a hands-on, target-driven sales environment.
- Problem-solving and people skills, relationship-building ability, flexibility, eagerness to learn, and strong personal ethics.
- Digital literacy across smartphones, tablets, laptops, and other devices.
- Availability to work all business hours.
Additional qualifications
- Financial or service-industry experience building client relationships is an asset.
- Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course, is an asset.
Benefits and development
- Total Rewards Program with competitive compensation, bonuses, and flexible benefits.
- Career advancement opportunities, sales training, coaching, development, and team support.
Schedule
- Part-time position with 22.25 work hours per week.
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