Expert Banking Advisor

Seeking an Expert Banking Advisor to deliver proactive, client-focused advice to high-value personal and small business clients. Provide expert guidance on banking, investments, and credit, while building strong client relationships. 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