Client Advisor
Based in Canada
Core
Client-focused sales role helping clients with everyday banking, digital banking demonstrations, and identifying sales/referral opportunities.
Role type
Client Advisor (Banking)
Builds
Client relationships and sales/referral pipelines
Domain
Personal & Commercial Banking
Deliverable
product features
Required skills
Client discovery, problem-solving, digital literacy, adaptability, data analysis
Preferred skills
Mutual Funds accreditation (Canadian Securities Course)
Responsibilities
Proactively engage with clients to uncover banking needs, assist with financial transactions, demonstrate digital banking tools, and refer complex opportunities to specialists.