Expert Banking Advisor

Take on the role of Expert Banking Advisor, providing proactive financial advice to high-value clients and supporting their personal and business needs. Utilise your expertise in banking, investments, and credit to deliver tailored solutions. 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
• financial planning
• retirement planning
• digital literacy
• sales experience
• business banking
• mortgage advisory
• client education
• client acquisition
• client retention
• professional advising
• collaboration
• community networking