Step into a diverse career as a Banking Advisor at National Bank, where you'll create meaningful financial connections while addressing client needs comprehensively. Your analytical skills will guide personalized service.
In this role, you will be instrumental in helping both personal and small business clients navigate their banking experiences, from investments to estate planning. You might also obtain a mutual fund representative license, broadening your scope of services.
Key Responsibilities:
• Address clients’ unique banking and financial situations
• Provide tailored recommendations on investments and insurance
• Assist clients with mortgage renewals and negotiations
• Maintain solid client satisfaction and engagement
• Collaborate with specialists for comprehensive solutions
Requirements:
• Must hold a college diploma (DEC) or equivalent
• MFR licence required within three months
• Prior advisory service experience needed
• Open-minded and inclusive in approach
• Robust skills in communication and finance
Drive client success through personalized financial advice and robust relationship building at National Bank.
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📌 National Bank Banking Advisor Role Quebec City
🏢 National Bank of Canada
📍 Quebec City
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