Banking Advisor
Hybrid · Surrey, British Columbia, Canada
Surrey, British Columbia, CanadaHybridFull TimeMid LevelLicense Or CertificationEnterprise
Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Enterprise
Job Summary
Proactively engage with clients in the branch and community to uncover banking needs, educate on digital banking, drive sales and referrals, respond to client-initiated inquiries, manage a full range of financial transactions, and build relationships with partners to maximize opportunities and referrals. Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, solve problems, listen to client needs, and contribute to client satisfaction and loyalty.
Required Qualifications
- Mutual Funds accreditation (Investment Funds in Canada or the Canadian Securities Course)
- Demonstrated passion for putting clients first with target-driven sales
- Digital literacy across devices (smartphones, tablets, laptops)
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