senior financial consultant - Vaudreuil-Dorion - beBeeAdvisory

    beBeeAdvisory
    beBeeAdvisory Vaudreuil-Dorion

    3 weeks ago

    Job title: Expert Banking Advisor

    Description

    Job Description

    The position of Expert Banking Advisor involves attracting, nurturing and growing relationships with high-value personal and small business clients by providing proactive advice.


    • Show empathy, kindness and understanding client needs through effective communication.

    Main Responsibilities:


    Key responsibilities include meeting client financial needs personally and professionally using own advisory capabilities.


    • Foster long-term relationships with clients to deliver tailored solutions for their financial growth.

    Achieve consistency in delivering exceptional customer experiences while maintaining a strong network of professional contacts within the industry.​​


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