Client Focused Banking Advisor Quebec City (Canada)

Client Focused Banking Advisor Quebec City (Canada)

31 Jul
|
National Bank of Canada
|
Canada

31 Jul

National Bank of Canada

Canada

Join National Bank as a Client-Focused Banking Advisor. Engage with clients to deliver tailored financial solutions and ensure satisfaction in a hybrid mode.

This role is pivotal for supporting Personal and Small Business clients by addressing their unique financial needs. You will leverage your advisory expertise to assist clients with personal financing, estate planning, and mortgage management. A path for development awaits, especially with opportunities to gain your mutual fund representative license.

Key Responsibilities:
• Address complex client situations with empathy
• Advise on investments, personal financing, and insurance
• Guide clients through mortgage renewals and negotiations
• Maintain high levels of client satisfaction
• Connect clients to specialist colleagues as needed

Requirements:
• Hold a college diploma (DEC) or equivalent
• Obtain mutual fund representative license within three months
• Experience in advisory roles and inclusive mindset
• Bilingual: French and English proficiency
• Solid analytical and communication skills

Enhance client experiences while developing your career at National Bank.
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📌 Client Focused Banking Advisor Quebec City (Canada)
🏢 National Bank of Canada
📍 Canada

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