Drive client success as a Energetic 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.
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📌 Dynamic Banking Advisor Position Brossard (Canada)
🏢 National Bank of Canada
📍 Canada