Client Focused Banking Advisor Role Quebec City (Canada)

Client Focused Banking Advisor Role Quebec City (Canada)

02 Aug
|
National Bank of Canada
|
Canada

02 Aug

National Bank of Canada

Canada

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 wide-ranging 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 prospect 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 (Canada)
🏢 National Bank of Canada
📍 Canada

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