This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Advisor, Business based in Canada.
This role is focused on building and strengthening trusted advisory relationships with business clients by understanding their needs and delivering tailored financial solutions. You will act as a key point of contact for members and clients, combining service excellence with proactive business development to support both retention and growth. The position requires a strong ability to identify opportunities, recommend relevant products and services, and structure integrated solutions that balance client satisfaction, risk, and profitability. You will operate in a fast-paced, client-facing environment where responsiveness, interpersonal skill, and sound judgment are essential. Beyond day-to-day advisory work, you will actively contribute to achieving commercial objectives by prospecting and developing new business opportunities. This is a dynamic role suited to someone who enjoys relationship management and delivering meaningful financial impact to clients.
Accountabilities:
In this role, you will be responsible for developing and maintaining strong advisory relationships with business clients while ensuring high-quality service and effective solutions aligned with their needs. You will balance client satisfaction with business growth objectives through proactive engagement and tailored financial recommendations.
- Build and maintain trusted advisory relationships with business members and clients
- Identify current and future client needs to support retention and long-term relationship growth
- Advise clients on specialized financial products and services tailored to their business requirements
- Develop integrated solutions, negotiate terms, and prepare customized service offers
- Prospect and develop new business opportunities to support portfolio growth and commercial objectives
- Ensure high levels of client satisfaction through responsive, quality-driven service delivery
- Stay informed on evolving financial products, services, and industry standards
Requirements:
You bring strong client-facing experience, ideally in financial services or business advisory environments, along with the ability to build trust, identify opportunities, and deliver tailored solutions. You are proactive, adaptable, and comfortable working in a results-driven, relationship-focused role.
- College diploma in a related field or equivalent experience
- Minimum of 1 year of relevant experience in client service, sales, or advisory roles
- Strong interpersonal and communication skills with the ability to build lasting client relationships
- Customer-focused mindset with a strong ability to identify needs and propose solutions
- Ability to drive results through proactive business development and client engagement
- Strong adaptability, learning agility, and problem-solving skills
- Fluency in French is required, with advanced English proficiency for client interactions
- Ability to manage competing priorities in a fast-paced environment
Benefits:
- Competitive salary with annual bonus opportunity
- Four weeks of flexible vacation starting in the first year
- Defined benefit pension plan ensuring long-term financial stability
- Comprehensive group insurance plan including telemedicine access
- Reimbursement of eligible health and wellness expenses
- Stable, employee-focused work environment with strong career development opportunities
- Remote-first work arrangement for better flexibility and work-life balance.
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