Client Advisor – Mandarin, Cantonese, Tagalog

Jobtailor

Toronto

On-site

CAD 55,000 - 75,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Jobtailor in Toronto, Ontario seeks a client-focused banking associate to engage clients, educate them on digital tools, and drive sales. You will respond to inquiries, handle transactions, and work with partners to maximize referrals in a fast-paced, service-oriented environment.

The role emphasizes problem-solving, relationship-building, and the ability to learn quickly while working all business hours. Fluency in Mandarin/Cantonese/Tagalog is required or highly preferred.

Qualifications

Demonstrated passion for putting clients first in a hands-on, target-driven sales environment.
Strong problem-solving and people skills to build and maintain client relationships.
Willingness to learn, ethical conduct, and hunger for success.
Digital literacy across smartphones, tablets, laptops and other devices.
Ability to work all business hours and adapt to client needs.
Fluency in Mandarin, Cantonese, or Tagalog is required.
Nice-to-have: experience in financial or service industries.
Nice-to-have: Mutual Funds accreditation (Canada) or CSC.

Responsibilities

Proactively engage with clients to uncover banking needs and identify sales and referral opportunities.
Educate clients and demonstrate technology to deliver memorable experiences, drive sales, and retain business.
Respond to client inquiries and assist with a full range of financial transactions.
Listen actively to understand individual client needs and tailor solutions.
Take ownership of resolving and preventing client banking problems.
Cultivate relationships with partners to maximize referrals and opportunities.

Skills

Client engagement

Problem-solving

Digital literacy

Sales experience

Multilingual (Mandarin/Cantonese/Tagal

Flexibility

Communication skills

Ethics

Education

Investment Funds in Canada

Canadian Securities Course

Tools

Smartphones

Tablets

Laptops

Job description

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 strong 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