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Client Advisor Jobs

Client Advisor (Ca) - Commercial Division
By Insurance Talent Group At Markham, Ontario, Canada
Minimum of 4 years of experience in commercial insurance account management, preferably in a brokerage or agency environment.
All correspondence to be attached and documented in Broker Management System.
Bachelor's degree in Risk Management, Insurance, or a related field an asset but not mandatory.
Proficiency in insurance agency management systems, Microsoft Office Suite, and other relevant software applications.
Responsible to facilitate the entire renewal 90-60 days in advance and manage process with CSA and TSA.
In-depth knowledge of insurance policies, coverage forms, endorsements, and related industry regulations.
Client Advisor Jobs
By RBC At Pelham, Ontario, Canada
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Drive and self-motivation, as well as excellent communication skills and emotional intelligence
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Client Loyalty Advisor Jobs
By Alvéole At Canada
Previous experience with account management / client-facing roles
Excellent communication and interpersonal skills
Proactive, creative, results-driven and autonomous
Ability to cultivate strong relationships with partners
Comfort with CRM platforms (Hubspot, Salesforce, etc)
Client Advisor Jobs
By RBC At Quinte West, Ontario, Canada
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Drive and self-motivation, as well as excellent communication skills and emotional intelligence
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation.
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Client Advisor- Montreal Jobs
By Louis Vuitton At Montreal, Quebec, Canada
Welcome every Client and provide the best Client experience
Learn and master Brand and product knowledge
Drive and achieve individual and team objectives and be accountable for sales results
Advise Clients across the Brand and all product categories
Engage with Clients to develop long-term relationships, leveraging different Clienteling tools, in order to foster Brand loyalty
Perform as a team-player, participate in all activities contributing to the overall objectives of the store
Private Client Advisor Jobs
By Staffing In Motion At Port Coquitlam, British Columbia, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Jobs
By Staffing In Motion At North York, Ontario, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Role
By Staffing In Motion At Vancouver, British Columbia, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Yorkdale
By Louis Vuitton At Toronto, Ontario, Canada

You will focus on High End Retention and development strategies while identifying and recruiting new high potential prospects.

Exercising independent judgement and discretion, identifying client preferences and follow-up on inquiries and concern are strong components of this role.

Client Advisor Intern Jobs
By RBC At Vancouver, British Columbia, Canada
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Respond to client-initiated contact, assisting them with a full range of financial transactions
Actively listen and engage clients in conversation to further understand their individual needs
Proactively take ownership of resolving and preventing client banking problems
Client Advisor Jobs
By RBC At Melfort, Saskatchewan, Canada
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Drive and self-motivation, as well as excellent communication skills and emotional intelligence
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Celine - Client Advisor (Toronto, Holt Renfrew)
By CELINE At Toronto, Ontario, Canada
Meet individual and store sales targets and consignment goals.
Adhere to all company policies.
Capture all relevant customer information for entry in database.
Promote store events through email, phone, and personalized notes.
Maintain and expand a client book.
Consistently follow up with any shipping, alteration, or other issues related to clients.
Client Advisor/Banking Advisor
By RBC At Guelph/Eramosa, Ontario, Canada
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Respond to client-initiated contact, assisting them with a full range of financial transactions
Actively listen and engage clients in conversation to further understand their individual needs
Proactively take ownership of resolving and preventing client banking problems
Client Advisor Jobs
By RBC At Snow Lake, Manitoba, Canada
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Drive and self-motivation, as well as excellent communication skills and emotional intelligence
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Claims Client Care Advisor
By Northbridge Financial Corporation At Toronto, Ontario, Canada
1-3 years of office experience; an Insurance or Medical/Clinic background is an asset
We are invested in helping you grow in your career through education assistance, internal mobility, and mentoring programs.
We care about the community and support the causes you believe in with donation matching and team volunteer days.
Client Advisor (Part-Time) Jobs
By Acne Studios AB At Toronto, Ontario, Canada

Are you looking for an opportunity to work with sales in a cutting-edge, global, luxury fashion-house? We are currently looking for a part-time Client Advisor to our Yorkdale studio. The role As ...

Client Advisor, Part-Time, A|X Metrotown
By Giorgio Armani At Burnaby, British Columbia, Canada
Preferred retail experience in a similar position
Excellent communication (verbal and written) skills and demonstrated passion for working as a team
Proficiency using technical resources for client outreach, such as, CRM, WeChat, etc. preferred
While not required, Mandarin and Cantonese are considered a strong asset
Able to work a flexible schedule, including holidays, nights and weekends
Client Advisor Intern - Markham
By RBC At Toronto, Ontario, Canada
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
A passion for hosting an exceptional client experience
Curiosity, emotional intelligence and empathetic communication skills
Previous retail or customer service experience
Experience in the financial or service industry
A comprehensive Total Rewards Program including bonuses and flexible benefits, and competitive compensation
Client Service Advisor Jobs
By House of Commons of Canada Chambre des communes du Canada At Ottawa, Ontario, Canada
Experience in applying accounting or finance principles and practices, including public sector financial policies and best practices.
Minimum of two (2) years of experience working in a call or contact centre;
Experience in providing services to high-profile clients;
Experience receiving and responding to requests from clients;
Experience using an Integrated Financial System.
Work-life balance / 35-hour workweek
Client Advisor, Holt Renfrew Yorkdale
By Christian Louboutin At Toronto, Ontario, Canada
Exceeding and maintaining sales goals set by management team
Ability to communicate (both written and oral) effectively with clients, coworkers and management; follows professional presentation
Demonstrate knowledge of product and utilizes this knowledge to build sales
Expert in product information & understanding the features and benefits of our brand
Maintaining an organized inventory and assisting manager with daily boutique operations
Deliver a pleasant customer experience with each customer interaction

Are you looking for a job that offers a great work-life balance and the opportunity to help people? We are looking for a Client Advisor to join our team! As a Client Advisor, you will be responsible for providing excellent customer service and helping our clients make informed decisions. You will also have the opportunity to build relationships with our clients and help them achieve their financial goals. If you are looking for a rewarding career with a great company, this is the job for you!

A Client Advisor is a professional who provides advice and guidance to clients on financial matters. They help clients make informed decisions about their investments, retirement planning, taxes, and other financial matters.

What is Client Advisor Skills Required?

• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team
• Knowledge of financial products and services
• Ability to explain complex financial concepts in a simple manner
• Proficiency in using financial software and other technology

What is Client Advisor Qualifications?

• Bachelor’s degree in finance, accounting, or a related field
• Professional certification, such as a CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Relevant work experience in the financial services industry

What is Client Advisor Knowledge?

• Knowledge of financial markets and products
• Understanding of investment strategies and portfolio management
• Knowledge of tax laws and regulations
• Understanding of financial planning concepts
• Knowledge of risk management and insurance

What is Client Advisor Experience?

• Previous experience in a financial advisory role
• Experience in customer service or sales
• Knowledge of financial software and other technology

What is Client Advisor Responsibilities?

• Developing financial plans for clients
• Analyzing