Job Information
Banking Advisor
Ottawa, Canada 67 Days Ago
Job Category: Banking/Finance
Job Type: Full-Time
Posted: 2020-05-27
Job Status
Start Publishing: 2020-05-27
Stop Publishing: 2020-07-26
Ottawa, Canada
Twitter Share on facebook

What is the opportunity?

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an ambassador, you add value in the moments that matter most to clients and collaborate with our partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.


What will you do?

- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities

- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business

- Respond to client-initiated contact, assisting them with a full range of financial transactions

- Actively listen and engage clients in conversation to further understand their individual needs

- Proactively take ownership of resolving and preventing client banking problems

- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals


What do you need to succeed?


- Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course)

- Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment

- Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients

- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success

- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)

- Great communication skills



- Track record in building rapport and maintaining client relationships within the financial or service industry

Apply Now