Client Advisor
On-siteCambridge, Ontario, Canada
EXPIREDCambridge, Ontario, CanadaOn-siteFull TimeSenior LevelSmall
Full TimeSenior LevelSmall
Job Summary
Proactively engage with clients in all areas of the branch and community to uncover banking needs, provide advice, and identify sales opportunities. Demonstrate digital banking tools, onboard new clients, and refer complex matters to specialists while resolving and preventing banking problems. Respond to client-initiated contact to assist with full-range financial transactions and actively listen to understand individual needs. Maintain relationships with partners to maximize business opportunities and referrals. Work full-time business hours in a target-driven sales environment.
Required Qualifications
- Demonstrated passion for putting clients first
- Success in a hands-on, target-driven sales environment
- Problem-solving and people skills
- Ability to build strong relationships
- Ability to proactively connect with clients
- Flexibility
- Eagerness to learn
- Strong personal ethics
- Hunger for success
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Must be able to work all business hours
- Adaptability
- Advice Based Solutions
- Client Centricity
- Client Discovery
- Communication
- Curious Mindset
- Data Analysis
- Digital Literacy
Desired Qualifications
- Track record in building rapport and maintaining client relationships within the financial or service industry
- Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
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