Client Advisor
Core
Client-focused sales role helping clients with everyday banking, digital banking demonstrations, on-boarding, and identifying sales/referral opportunities.
Role type
Client Advisor (Banking)
Builds
Client relationships and sales/referral pipelines for a major bank
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client discovery, problem-solving, digital literacy, active listening, relationship building
Preferred skills
Mutual Funds accreditation (Canadian Securities Course)