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Senior Advisor financial planner
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Financial Planning Specialist
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Odlum Brown Vancouver, Canada**WHO WE ARE** · Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited (Odlum Brown) that · provides financial planning, retirement, tax and estate planning, and insurance products exclusively to Odlum Brown · clients. · Anchored in our purpos ...
Financial Advisor/ Planner - Vancouver, BC, Canada - HSBC
Description
Job Description:
As a Personal Banker you are a Brand Ambassador for
HSBCBank Canada, delivering an outstanding customer experience by identifying and fulfilling all customer needs at first point of contact.
You will work within a customer facing capacity in branch, generating revenue growth by meeting and exceeding customer needs, and maximising opportunities across all customer segments.
[ads1]Job Responsibilities:
Effectively question and listen to your customers, enabling you to fully understand both new & existing customer's financial circumstances and needs
Be proactive in building & creating a customer base through the use of Customer Contact Lists, referrals & walk-ins
Demonstrate sound understanding of
HSBCproducts and services; articulating these to your customer in an engaging and confident manner.
HSBCservices through Internet Banking, phone Banking & self-service points, to meet their varying needs
Proactively drive referrals to Branch Specialist, Premier and Wealth colleagues, to ensure that the customer is provided with the best possible advice
Job Requirements:
Consistently deliver a personalised, friendly & efficient service at all times
Ability to safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning
Ability to demonstrate your understanding of a customer's requirements through effective fact finding
Effective communication skills, which will enable you to build strong professional rapport
A passion for continuously delivering an outstanding customer experience
Job Details:
Company:
HSBC
Vacancy Type:
PartTime
Job Location:
Surrey, BC, CA
Application Deadline:
N/A
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