Expert Banking Advisor

Become part of our team as a Banking Advisor, where you will nurture and grow relationships with high-value clients, providing expert advice on banking, investments, and credit. Utilise your expertise to deliver tailored solutions and support clients’ financial needs. Ideal for candidates with proven sales experience in financial services and bilingual proficiency in English and French.

Skills

• mutual funds accreditation
• personal finance certificate
• bilingualism (english and french)
• credit analysis
• investment advisory
• client relationship management
• business banking
• financial planning
• retirement planning
• digital banking adoption
• business development
• sales experience
• client education
• long term planning
• digital literacy
• client acquisition
• client retention
• community networking