Client Advisor
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
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