Client Advisor
Core
Branch-based client advisor supporting new client acquisition and deepening existing relationships through transactions, education, and solution delivery.
Role type
Client Advisor (Branch)
Builds
Personal & Commercial Banking services for individual and small business clients
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Client discovery, Digital literacy, Compliance adherence, Target-driven sales execution, Relationship building
Preferred skills
Mutual Funds accreditation (Canadian Securities Course), Track record in financial/retail client relations
Responsibilities
Proactively engage with clients to identify sales and referral opportunities, Resolve and prevent client banking problems, Adhere to compliance routines and controls, Cultivate relationships with partners to work as one team
Seniority
Entry to Mid-level, hands-on IC