Client Advisor

Become part of our team as a Client Advisor, where you will engage with clients to deliver outstanding service and identify sales opportunities. You will support new client acquisition and deepen existing relationships, ideally suited for candidates with strong communication skills, digital literacy, and a passion for client service.

Skills

• bilingualism (english and french)
• digital literacy
• client relationship management
• customer service
• risk management
• compliance routines
• sales opportunity identification
• problem resolution
• team collaboration
• investment funds accreditation
• client discovery
• advisory solutions
• financial services knowledge
• partner relationship management
• retail industry knowledge