Client Advisor
Core
Client Advisor in a branch delivering exceptional service, completing transactions, and identifying sales/referral opportunities to support new client acquisition and deepen existing relationships.
Role type
Client Advisor (Branch Banking)
Builds
Client relationships and branch revenue
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Client centricity, Communication, Digital literacy, Adaptability, Data analysis
Preferred skills
Mutual Funds accreditation (Canadian Securities Course)