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Customer Relationship Manager
3 weeks ago
About The Opportunity
">We are seeking a skilled Senior Financial Advisor to join our Canadian Banking Branch network. As a key member of our team, you will play a crucial role in delivering exceptional service to our customers.
">Your Key Responsibilities
">You will:
">- Build strong customer relationships through active listening and education
- Develop and implement comprehensive financial plans tailored to each customer's unique needs
- Drive sales growth and revenue generation through effective relationship-building and consultative selling
- Nurture long-term partnerships with our clients, providing ongoing value and expertise
Requirements
">To succeed in this role, you will need:
">- Proven track record of building and maintaining strong customer relationships
- Ability to analyze complex financial data and develop strategic recommendations
- Excellent communication and interpersonal skills
- Mutual Funds licence and completed CIFP Diploma
What We Offer
">In addition to a competitive salary and benefits package, we offer opportunities for professional growth and development. You'll work in a dynamic, supportive environment with access to cutting-edge tools and technologies.