Banking Advisor

We are expanding our team: As a Banking Advisor, you will engage with clients to address their banking, credit, and investment needs, leveraging your sales expertise and problem-solving skills. This role is ideal for candidates with a passion for client service and digital literacy, particularly those fluent in English and French.

Skills

• mutual funds accreditation
• bilingualism (english and french)
• digital literacy
• client relationship management
• sales
• client onboarding
• financial transactions processing
• problem solving
• client education
• referral generation
• critical thinking
• client discovery
• client centricity
• curiosity
• coaching