Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, and identifying sales and referral opportunities

Focus on client education and demonstrations, leveraging technology to deliver memorable client experiences, drive sales, and retain business

Respond to client-initiated contact and assist with a full range of financial transactions

Actively listen and engage clients in conversation to understand their individual needs

Take ownership of resolving and preventing client banking problems

Cultivate and maintain relationships with partners to maximize business opportunities and referrals

Requirements

Demonstrated passion for putting clients first and success in a hands-on, target-driven sales environment

Problem-solving and people skills, with the ability to build solid relationships and proactively connect with clients

Flexibility, eagerness to learn, strong personal ethics, and hunger for success

Digital literacy across smartphones, tablets, laptops, and other devices

Must be able to work all business hours

Fluent in Mandarin, Cantonese, or Tagalog

Track record in building rapport and maintaining client relationships within the financial or service industry (nice-to-have)





Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course (nice-to-have)

Core Competencies Demonstrates strong client engagement and relationship-building skills, with a focus on problem-solving and delivering exceptional client experiences. Proficient in leveraging digital tools to enhance service delivery and drive sales in a target-driven environment.

Highest-signal resume keywords

Client Relationship Management

Problem-Solving Skills

Digital Literacy

Sales Experience

Fluency in Mandarin, Cantonese, or Tagalog

ATS Optimization Keywords Hard Skills

Financial Transactions

Client Education

Sales Techniques

Referral Opportunities

Mutual Funds Accreditation

Soft Skills

Active Listening

Relationship Building

Flexibility

Eagerness to Learn

Strong Personal Ethics

Certifications & Qualifications

Investment Funds in Canada

Canadian Securities Course

Industry Keywords

Financial Industry

Service Industry

Client Engagement

Target-Driven Sales Environment

Tools & Technologies

Smartphones

Tablets

Laptops

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📌 Client Advisor – Mandarin, Cantonese, Tagalog (Winnipeg)
🏢 Jobtailor
📍 Winnipeg