Client Advisor
Role Overview
Support clients with everyday banking and help them achieve their goals through advice, digital banking education, onboarding, and referrals.
Contribute to client satisfaction and loyalty through helpful, memorable interactions.
Key Skills for This Role
Full Job Posting
Opportunity
Support clients with everyday banking and help them achieve their goals through advice, digital banking education, onboarding, and referrals.
Contribute to client satisfaction and loyalty through helpful, memorable interactions.
What you will do
- Engage clients in the branch and community to identify banking needs, provide advice, and uncover sales and referral opportunities.
- Educate clients and demonstrate technology to improve experiences, drive sales, and retain business.
- Assist with financial transactions and understand clients’ individual needs through active listening.
- Resolve and prevent banking problems, and collaborate with partners on opportunities and referrals.
Must-have qualifications
- Client-first approach and demonstrated success in a hands-on, target-driven sales environment.
- Problem-solving and people skills, with the ability to build strong relationships and connect proactively with clients.
- Flexibility, eagerness to learn, strong personal ethics, and motivation to succeed.
- Digital literacy across smartphones, tablets, laptops, and other devices.
- Availability to work all business hours.
Nice-to-have qualifications
- Experience building rapport and maintaining client relationships in financial or service industries.
- Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course.
Rewards and development
- Total rewards program with competitive compensation, bonuses, and flexible benefits.
- Career advancement opportunities, sales training, coaching, and development.
- Collaborative team support and tools to help employees grow their careers.
Workplace and schedule
- The role involves working with clients in the branch and community.
- The posting lists full-time employment and a 37.5-hour work week.
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