Expert Banking Advisor

We are expanding our team: As an Expert Banking Advisor, you will provide proactive, professional advice to high-value clients, supporting their personal and business financial needs. Utilise your expertise in banking, investments, and credit to deliver tailored solutions. Ideal for candidates with proven sales experience in financial services and strong client relationship skills.

Skills

• mutual funds accreditation
• personal finance certificate
• bilingualism (english and french)
• credit analysis
• investment advisory
• client relationship management
• digital literacy
• financial planning
• retirement planning
• mortgage advisory
• business banking
• client education
• sales experience
• client discovery
• critical thinking
• curiosity
• networking