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Banking Advisor

2 months ago

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Job Summary

We are seeking a highly motivated and client-focused individual to join our team as a Banking Advisor. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients.

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.
Requirements
  • Mutual Funds accreditation, or willingness to obtain it.
  • 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.
  • Bilingualism (English and French) required.
What We Offer
  • A comprehensive Total Rewards Program including bonuses and flexible benefits.
  • A world-class training program in financial services.
  • Excellent career development and access to a variety of job opportunities across business and geographies.
  • Leaders who support your development through coaching and managing opportunities.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and client-focused individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.