Client Advisor

We are looking for a Client Advisor to engage with clients in Ottawa, providing tailored banking solutions and supporting their financial needs. Utilise your sales expertise and problem-solving skills to deliver memorable client experiences. Ideal for candidates with a passion for client service and a background in target-driven sales environments.

Skills

• client relationship management
• sales
• digital banking platforms
• client onboarding
• financial transactions processing
• problem solving
• client education
• referral generation
• banking products knowledge
• partner relationship management
• client needs assessment
• client advocacy
• mutual funds knowledge
• investment funds knowledge
• french language