Client Advisor - Bilingual (Mandarin)
Core
Client-focused sales role helping clients with everyday banking, digital banking demonstrations, and identifying sales/referral opportunities.
Role type
Client Advisor (Sales)
Builds
Client experiences and sales/referral pipelines
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client education, sales, problem-solving, relationship building, digital literacy, financial transactions
Preferred skills
Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
Responsibilities
Proactively engage with clients to uncover banking needs, demonstrate digital banking tools, assist with financial transactions, resolve client banking problems, cultivate partner relationships
Seniority
Entry-level / Trainee