Financial Advisor
Core
Attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive advice on everyday banking, investments, and credit.
Role type
Financial Advisor (IC)
Builds
Client financial plans and solutions across credit, investments, and banking products
Domain
Personal & Commercial Banking
Deliverable
client delivery
Required skills
client relationship management, financial advice, credit and investment expertise, sales, digital literacy
Preferred skills
second language, local community networking
Technologies
smartphones, tablets, laptops
Responsibilities
uncover client needs and deliver client-centric advice, resolve client concerns, educate clients on digital self-service, build trust and maintain long-term relationships, implement strategies for new client acquisition and retention, collaborate with financial planning and business banking experts