Expert Banking Advisor
Core
Attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive advice on everyday banking, investments, and credit.
Role type
Senior IC banking advisor (financial planning)
Builds
Client relationships and financial solutions for personal and business needs
Domain
Banking / Personal & Commercial Finance
Deliverable
client delivery
Required skills
Client relationship management, Financial advice (credit and investments), Sales, Digital literacy, Bilingualism (English/French), Regulatory accreditation (Mutual Funds/Quebec Personal Finance)
Preferred skills
Local community networking
Technologies
Digital banking platforms, Communication tools
Responsibilities
Uncover client needs and deliver client-centric advice, Collaborate with financial planning and business banking experts, Educate clients on digital self-service, Implement strategies to accelerate client acquisition and retention, Address complex credit and investment needs, Build trust and maintain long-term relationships