Client Advisor

Become part of our team as a Client Advisor, where you will engage with clients to deliver tailored solutions and support their banking needs. You will proactively identify opportunities, leverage technology, and foster strong client relationships. Ideal for candidates with a passion for client service and digital literacy, especially those fluent in English and French.

Skills

• digital literacy
• bilingualism (english and french)
• client relationship management
• customer service
• risk management
• compliance routines
• sales opportunity identification
• client discovery
• mutual funds accreditation
• investment funds in canada
• canadian securities course
• team collaboration
• problem resolution
• adaptability
• curious mindset