Client-Focused Banking Advisor Role (Quebec City)

Client-Focused Banking Advisor Role (Quebec City)

31 Jul
|
National Bank of Canada
|
Quebec City

31 Jul

National Bank of Canada

Quebec City

Join National Bank as a Banking Advisor, where your role empowers both clients and your career. Use your analytical skills to craft meaningful financial solutions.

In this varied role, you will provide advisory services to both Personal and Small Business clients, helping them with transactions, investments, and estate planning. As you navigate through client requirements, you will have the opportunity to earn your mutual fund representative licence, increasing your expertise in managing financial portfolios.

Key Responsibilities:
• Assess and address complex client needs effectively
• Advise on investments, personal finance, and insurance
• Support clients during mortgage renewals and negotiations
• Foster client satisfaction and long-term engagement
• Connect clients to specialists as needed

Requirements:
• Hold a college diploma (DEC) or equivalent
• Obtain mutual fund representative licence within three months
• Inclusive attitude with advisory service experience
• Commitment to compliance and risk management rules
• Ability to work in a team-oriented environment

Foster robust client relationships and build your advisory career with National Bank.
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📌 Client-Focused Banking Advisor Role (Quebec City)
🏢 National Bank of Canada
📍 Quebec City

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