Banking Advisor

Join our team as a Banking Advisor, where you will engage with clients to address their banking, credit, and investment needs. Utilise your sales expertise and problem-solving skills to deliver tailored advice and support. Ideal for candidates with a passion for client service and digital literacy, especially those fluent in English and French.

Skills

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