Job Information
Client Advisor
Ottawa, Canada 67 Days Ago
Overview
Job Category: Banking/Finance
Job Type: Full-Time
Posted: 2020-05-27
Requirements
Job Status
Start Publishing: 2020-05-27
Stop Publishing: 2020-07-26
Ottawa, Canada
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Description

As an Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion our brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and thrive in a target based performance environment, you can build a great career with us as a future Account Manager/Banking Advisor.

What will you do?

Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions, and by identifying sales and referral opportunities

Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business

Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of our partners, or personally fulfill client solutions

Proactively take ownership of resolving and preventing client banking problems

Cultivate and maintain relationships with partners to work as a team

Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

What do you need to succeed? Must-have Demonstrated passion for putting clients first, as well as success in hands-on, target-driven solutions environment Drive and self-motivation, as well as excellent communication skills and emotional intelligence Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.) Personal flexibility to work flex hours Eagerness to learn and determination to succeed Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course Nice-to-have Track record in building rapport and maintaining client relationships within the financial, service or retail industry Mutual Funds accreditation Is this job right for you? Check out our video and decide for yourself!

Qualifications

What do you need to succeed?

Must-have Demonstrated passion for putting clients first, as well as success in hands-on, target-driven solutions environment

Drive and self-motivation, as well as excellent communication skills and emotional intelligence

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

Personal flexibility to work flex hours

Eagerness to learn and determination to succeed

Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course

 

Nice-to-have:

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

Mutual Funds accreditation

 

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