Client Advisor

Proactively engage with clients in branch and community settings to identify banking needs, provide advice, and uncover sales or referral opportunities.,Educate clients and demonstrate technology to deliver memorable digital banking experiences, drive sales, and retain business.,Respond to client inquiries and assist with a full range of financial transactions.,Actively listen to understand individual client needs.,Take ownership of resolving and preventing client banking problems.,Cultivate and maintain relationships with partners for business opportunities and referrals.,Demonstrate a passion for prioritizing clients and a track record in a target-driven sales environment.,Possess problem-solving and people skills to build strong relationships and proactively connect with clients.,Exhibit flexibility, eagerness to learn, strong personal ethics, and a hunger for success.,Be digitally literate across various devices (smartphones, tablets, laptops).,Ability to work all business hours.

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