Banking Advisor

Posted: August 6, 2026

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.

Requirements:

• Mutual Funds accreditation (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, and the ability to build strong relationships and proactively connect with clients
• Flexibility, eagerness to learn, strong personal ethics, and hunger for success
• Digital literacy across a broad range of devices (smartphones, tablets, laptops, etc.)
• Availability to work all open business hours