Business Advisor Position for Financial Services

4 weeks ago


Montreal, Quebec, Canada Randstad Canada Full time

Randstad Canada is a reputable recruitment agency with a focus on connecting clients with top talent. We are currently seeking a Virtual Business Advisor to join our team, working remotely.

The successful candidate will be responsible for providing guidance and support to clients, helping them meet their short-term and long-term goals. This role involves understanding business and financial needs, identifying opportunities to deepen relationships with customers, and ensuring clients' cash management and simple credit needs are met.

Responsibilities will include:

  • Providing expert advice and guidance to clients through discovery conversations
  • Assessing and recommending products based on suitability, while identifying opportunities to cross-sell
  • Preparing concise analysis and recommendations in support of credit submissions
  • Building strong partnerships with key stakeholders, including employees and internal/external partners
  • Promoting digital banking options and offering solutions to client issues and concerns

To succeed in this role, you will require:

  • Bilingual French & English language skills (written and oral)
  • 2-3 years of experience in a similar role
  • Well-developed knowledge of sales practices and experience in a professional fast-paced sales and service environment
  • Strong influencing and negotiating skills to respond to objections and offer solutions
  • Organized and detail-oriented approach to manage high volumes of information

This is an excellent opportunity to work with a well-established company, with a competitive salary range of $64,000 - $72,000 per year. Benefits include full benefits, employee stock shares, and employee banking offers. The ideal candidate will have the ability to read and interpret financial statements, credit bureaus, and other financial documents, as well as demonstrate service excellence by being knowledgeable, resourceful, and professional during all client interactions.



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