Part Time Client Advisor
Role Overview
Supports clients with everyday banking and helps them achieve their goals through advice, digital banking demonstrations, onboarding, and specialist referrals.
The position is part time, with 18.75 work hours per week.
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 demonstrations, onboarding, and specialist referrals.
The position is part time, with 18.75 work hours per week.
Responsibilities
- Engage clients in the branch and community to uncover needs, provide advice, and identify sales and referral opportunities.
- Educate clients and demonstrate technology to improve client experience, drive sales, and retain business.
- Assist with a full range of financial transactions and understand clients' individual needs.
- Resolve and prevent banking problems, and build partner relationships that support business opportunities and referrals.
Must-have qualifications
- Demonstrated client-first approach and success in a hands-on, target-driven sales environment.
- Problem-solving and people skills, with the ability to build relationships and proactively connect 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.
- Investment Funds in Canada accreditation or the Canadian Securities Course.
Development and rewards
- The role offers compensation, bonuses, flexible benefits, career advancement, sales training, coaching, and development opportunities.
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