Client Advisor Intern

Proactively engage with clients in branches and the community to identify banking needs, offer advice, and find sales/referral opportunities.,Educate clients and demonstrate technology to enhance their experience, drive sales, and retain business.,Assist clients with financial transactions upon their contact.,Listen actively to understand individual client needs.,Take ownership of resolving and preventing client banking issues.,Build and maintain relationships with partners to maximize business opportunities and referrals.

Demonstrated passion for prioritizing clients and a track record of success in a hands-on, target-driven sales environment (Must-have).,Strong problem-solving and people skills, with the ability to build robust relationships and proactively engage with clients (Must-have).,Flexibility, eagerness to learn, strong personal ethics, and a drive for success (Must-have).,Proficiency in digital literacy across various devices (smartphones, tablets, laptops, etc.) (Must-have).,Ability to work all business hours (Must-have).,Experience in building rapport and maintaining client relationships within the financial or service industry (Nice-to-have).,Mutual Funds accreditation (e.g., Investment Funds in Canada or Canadian Securities Course) (Nice-to-have).

Must be able to work all business hours.