Client Advisor
Based in Canada
Core
Frontline branch advisor delivering personalized banking solutions, handling transactions, and driving new client acquisition and relationship deepening.
Role type
Client Advisor (Branch Ambassador)
Builds
Personal & Commercial Banking services
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Client discovery, target-driven sales execution, compliance adherence, digital literacy, emotional intelligence
Preferred skills
Mutual Funds accreditation (Canadian Securities Course), track record in financial/retail client relationships
Responsibilities
Proactively engage clients to identify sales and referral opportunities, resolve banking problems, adhere to compliance routines, cultivate partner relationships
Seniority
Entry-level to Individual Contributor