Posted:September 16, 2022
Our Client, a recognized leader in private equity investments is searching for a Expert Banking Advisor.
What is the opportunity?
As an Expert Banking Advisor, you attract, nurture, and grow relationships with their high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with bank partners to help clients with their goals and key life events. As an expert advisor, you contribute to strong sales and retention. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child’s education or recommending how to borrow for their “Someday”, your expertise will contribute to creating meaningful and memorable client experiences.
What will you do?
- Communicate with clients to learn about their needs and help them achieve their goals
- Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
- Leverage technology to deliver on client experience and drive sales and retention
- Proactively take ownership of resolving and preventing client’s banking problems
- Implement contact and relationship building strategies, and support new client acquisition in local community
- Educate clients of the features and benefits bank products and services offer, and help clients with digital, banking including mobile, ATM, and online banking
What do you need to succeed?
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Completed or in the process of completion for the following courses
- Fundamentals of Personal Finance
- Investment and Taxation Fundamentals – Quebec
- Insurance and Retirement – Quebec
- 2-3 years of proven sales experience in the financial services industry, handling credit and investments
- Demonstrated ability to build trust and maintain long-term client relationships
- Digital Literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Bilingualism required: French & English
- Active in the local community, developing a solid network in the local community
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Career development and top-notch sales coaching to take your career to the next level
- Competitive salary, annual bonus, and recognition programs that reward top performance
- Strong suite of tools, including emerging digital capability to enhance your competitive edge
- Opportunity to represent Canada’s leading financial services brand in your community
Interested candidates please contact Stephanie Williams at firstname.lastname@example.org.