Client Advisor
Hybrid
Core
Front-line banking advisor delivering transactions, sales, and referrals to clients in a branch environment.
Role type
Client Advisor (Branch)
Builds
Personal & Commercial Banking solutions
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client service, Sales and referral, Digital literacy, Compliance adherence, Bilingualism (English/French), Target-driven performance
Preferred skills
Mutual Funds accreditation (Canadian Securities Course)
Responsibilities
Engage with clients to complete transactions and identify sales opportunities, Educate clients and leverage technology to deliver solutions, Resolve and prevent client banking problems, Adhere to compliance routines and controls, Cultivate relationships with partners