Banking Advisor

Proactively engage with clients in all areas of the branch and community to uncover banking needs, provide advice, and identify sales and referral opportunities.,Focus on client education and demonstration, leveraging technology to enhance the client experience and drive sales.,Assist clients with a full range of financial transactions upon client-initiated contact.,Actively listen and engage clients to understand their individual needs.,Proactively resolve and prevent client banking problems.,Cultivate and maintain relationships with partners for business opportunities and referrals.

Mutual Funds accreditation, or willingness to obtain it (e.g., Investment Funds in Canada or the Canadian Securities Course),Demonstrated passion for putting clients first and success in a hands-on, target-driven sales environment,Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients,Flexibility, eagerness to learn, strong personal ethics, and a hunger for success,Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, etc.)