Client Advisor

Proactively engage with clients in all areas of the branch and in the community, identifying banking needs and providing advice.,Focus on client education and demonstration, using technology to enhance client experience and drive sales.,Respond to client-initiated contact, assisting with financial transactions.,Actively listen to clients to understand their individual needs.,Proactively resolve and prevent client banking problems.,Cultivate and maintain relationships with partners to maximize business opportunities and referrals.,Demonstrated passion for client-first approach and success in a target-driven sales environment.,Strong problem-solving and people skills with the ability to build relationships.,Flexibility, eagerness to learn, strong personal ethics, and a hunger for success.,Digital literacy across a broad range of devices.,Ability to work all business hours.

Track record in building rapport and maintaining client relationships within the financial or service industry.,Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course).