Drive client success as a Dynamic Banking Advisor. Apply your analytical abilities to listen and address the financial needs of personal and small business clients effectively.
In this full-time role, you will engage with clients to provide financial solutions tailored to their individual requirements. This mid-senior level position encourages career development, including obtaining a mutual fund representative licence to enhance your advisory capabilities and service offerings. Collaborating with a specialist team, you will ensure a comprehensive service experience ensuring compliance with risk management policies.
Key Responsibilities:
• Engage with clients to identify needs and offer solutions
• Advise on personal investments and financing options




• Maintain high levels of client satisfaction
• Refer clients to specialists for their specific needs
• Adhere to regulatory compliance and risk protocols
Requirements:
• Required college diploma (DEC) or equivalent
• Must obtain mutual fund representative licence within three months
• Experience in advisory roles preferred
• Commitment to inclusion and diversity
• Strong communication and analytical skills
By utilizing your expertise, enrich the lives of clients and support their financial ambitions effectively.
#J-18808-Ljbffr

📌 Dynamic Banking Advisor Position (Brossard)
🏢 National Bank of Canada
📍 Brossard