Client Advisor
Core
Front-line branch advisor delivering personalized banking solutions, handling transactions, and driving new client acquisition and relationship deepening.
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, hands-on target-driven solutions, digital literacy, compliance adherence, risk management
Preferred skills
Mutual Funds accreditation (Canadian Securities Course), rapport building in financial/retail industry
Responsibilities
Proactively engage clients to complete transactions and identify sales/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, target-driven environment
