Expert Banking Advisor

Seeking an Expert Banking Advisor to 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 bilingual proficiency in English and French.

Skills

• mutual funds accreditation
• personal finance certificate
• bilingualism (english and french)
• credit analysis
• investment advisory
• financial planning
• client relationship management
• digital literacy
• client acquisition
• client retention
• financial education
• mortgage advisory
• business banking
• community networking