Part Time Client Advisor
Role Overview
Supports clients with everyday banking and helps them achieve their financial goals through advice, education, and memorable service.
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 financial goals through advice, education, and memorable service.
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 digital banking tools to improve experience, drive sales, and retain business.
- Assist clients with financial transactions and listen to understand their individual needs.
- Resolve and prevent banking problems, and maintain partner relationships that support referrals and business opportunities.
Must-have qualifications
- Demonstrated client-first approach and success in a hands-on, target-driven sales environment.
- Problem-solving and people skills, with ability to build relationships and connect proactively with clients.
- 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.
Nice-to-have qualifications
- 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
- The employer describes compensation, bonuses, flexible benefits, career advancement, sales training, coaching, and development opportunities.
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