Specialized Financing and Banking Solutions Advisor

Temporary position for 12 months. As a specialized financing and banking solutions advisor, you help serve, solicit, develop, and maintain personalized business relationships with mass‑affluent and high‑net‑worth members of the specialized wealth management network. You develop personalized strategies and offer banking products and services, serving as a debt management and financing expert advisor while providing advice on savings, investments, and everyday financial transactions. You work closely with the wealth manager and the business centre manager, supporting client relationships and ensuring member satisfaction. You drive results by ensuring sound risk and compliance management, mentoring team members, and advising clients on new technology and distribution channels.

Responsibilities

• Identify current and potential needs, focusing on growing the wealth of members and clients.
• Analyze member and client needs and offer personalized advice regardi...