Client Advisor

Proactively engage with clients in branches and the community to uncover banking needs, provide advice, and identify sales and referral opportunities.,Focus on client education and digital technology demonstration to deliver memorable client experiences, drive sales, and retain business.,Assist clients with a full range of financial transactions upon their initiation.,Actively listen and engage with clients to understand individual needs.,Proactively resolve and prevent client banking problems.,Cultivate and maintain relationships with partners for business opportunities and referrals.,Demonstrated passion for client-first approach and success in a hands-on, target-driven sales environment.,Strong problem-solving and people skills with the ability to build relationships and proactively connect with clients.,Flexibility, eagerness to learn, strong personal ethics, and a hunger for success.,Digital literacy across various devices (smartphones, tablets, laptops).,Ability to work all business hours.,Mobility within the Peterborough area.

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).

Must be able to work all business hours, Must be mobile within the Peterborough area