Personal Banking Client Advisor (Riviere-des-Prairies—Pointe …, Riviere-des-Prairies—Point …

Become a Personal Banking Client Advisor, where you'll manage diverse client portfolios and fulfill their unique financial requirements. Your role will bridge existing client needs with appropriate financial solutions.The PBA is pivotal in maintaining and expanding client relationships by offering tailored credit and investment advice. You will work directly with clients, ensuring their complex financial needs are addressed and mentoring less experienced team members for enhanced performance.Key Responsibilities:Oversee an assigned portfolio of diverse clientsSchedule regular contact to nurture client relationshipsTrack client financial goals and implement action plansLiaise with Wealth Management and SME representativesProvide financial planning expertise on various productsRequirements:5 years of related experience in financeAt least 3 years in credit experienceCSC or IFIC course completion necessaryProgressing towards CFP or PFP designationDemonstrated sales success and relationship-buildingLeverage your financial advisory skills to foster growth within your client portfolio and enhance their financial outcomes.#J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2op8mm