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Banking Advisor
2 months ago
Job Summary
Job Description
**Unlock Your Potential in a Dynamic Banking Environment**
This exciting opportunity calls on your exceptional client-focused sales expertise and natural problem-solving skills to maximize each client interaction. As a key member of our team, you will help clients with their everyday banking, credit, and investment needs, adding value in the moments that matter most to them.
What is the Opportunity?
You will be responsible for proactively engaging with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities. Your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.
Key Responsibilities:
- Proactively engage with clients to understand their banking needs and provide personalized solutions
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience
- Respond to client-initiated contact, assisting them with a full range of financial transactions
- Actively listen and engage clients in conversation to further understand their individual needs
- Proactively take ownership of resolving and preventing client banking problems
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
What Do You Need to Succeed?
Must-have
- Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course)
- Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
- Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
Nice-to-have
- Track record in building rapport and maintaining client relationships within the financial or service industry
What's in it for You?
We offer a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, and a world-class training program in financial services. You will have the opportunity to work in a dynamic, collaborative, progressive, and high-performing team, with leaders who support your development through coaching and managing opportunities.
Job Skills
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
Additional Job Details
Address:
1100 RUE DU LUX, UNIT 210:BROSSARDCity:
BROSSARDCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
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