Client Advisor
Core
Frontline branch advisor delivering client service, transactions, and sales/referral opportunities to acquire new clients and deepen existing relationships.
Role type
Client Advisor (Branch)
Builds
Personal & Commercial Banking solutions for retail clients
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Client discovery, Communication, Digital literacy, Compliance adherence, Target-driven sales
Preferred skills
Mutual Funds accreditation (Canadian Securities Course)