Banking Advisor
1 month ago
We are seeking a highly motivated and client-focused Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and sales expertise to our clients.
Job DescriptionAs a Banking Advisor, you will be the primary point of contact for our clients, providing them with personalized banking solutions and services. You will work closely with clients to understand their financial needs and goals, and provide them with tailored advice and guidance to help them achieve their objectives.
You will also be responsible for identifying sales and referral opportunities, and working with clients to implement solutions that meet their needs. Your strong problem-solving skills and ability to build strong relationships with clients will be essential in this role.
Key Responsibilities- Provide exceptional client service and sales expertise to clients
- Work closely with clients to understand their financial needs and goals
- Identify sales and referral opportunities and implement solutions
- Build strong relationships with clients and partners
- Proactively engage with clients to understand their needs and provide tailored advice and guidance
- Mutual Funds accreditation or willingness to obtain it
- Demonstrated passion for putting clients first and 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
- Bilingualism (English and French) required
- A dynamic and collaborative work environment
- Opportunities for professional growth and development
- A competitive salary and benefits package
- A chance to make a meaningful impact in the lives of our clients
We are a leading financial institution with a strong commitment to innovation and customer service. We offer a dynamic and collaborative work environment, with opportunities for professional growth and development. Our team is passionate about delivering exceptional client experiences, and we are looking for like-minded individuals to join us.
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