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 (personal & commercial)
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 & 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 partners in financial planning, retirement, and mortgages, Educate clients on digital self-service, Build trust and maintain long-term relationships, Implement strategies for new client acquisition and retention