Job Description
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?
Must-have
Mutual Funds accreditation (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.)
Availability to work all open business hours
Nice-to-have
Track record in building rapport and maintaining client relationships within the financial or service industry
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?
Must-have
Mutual Funds accreditation (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.)
Availability to work all open business hours
Nice-to-have
Track record in building rapport and maintaining client relationships within the financial or service industry
💡 Quick Summary
Seeking a career-building opportunity? The Banking Advisor Intern position is now open for candidates interested in the Bank Jobs sector. This role in Edmonton offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.