Banking Advisor
About The Position
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities. Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business. Respond to client-initiated contact, assisting them with a full range of financial transactions. Actively listen and engage clients in conversation to further understand their individual needs. Proactively take ownership of resolving and preventing client banking problems. Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.
Requirements
- Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
- Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
- Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Availability to work all open business hours
Nice To Haves
- Track record in building rapport and maintaining client relationships within the financial or service industry
Responsibilities
- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
- Respond to client-initiated contact, assisting them with a full range of financial transactions
- Actively listen and engage clients in conversation to further understand their individual needs
- Proactively take ownership of resolving and preventing client banking problems
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
Benefits
- Competitive compensation
- Bonuses
- Flexible benefits
- Continued opportunities for career advancement
- World-class sales training, coaching, and development opportunities
- Support from a dynamic, collaborative, progressive, and high performing team
- World-class tools and training
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
