Banking Advisor at National Bank (Saint-Donat)

Banking Advisor at National Bank (Saint-Donat)

10 Aug
|
National Bank of Canada
|
Saint-Donat

10 Aug

National Bank of Canada

Saint-Donat

Embark on a rewarding career as a Banking Advisor with National Bank, where you can positively influence clients' lives. Utilize your analytical skills and adopt a friendly approach to provide excellent service in this varied role. As a Banking Advisor, you will support Personal and Small Business clients with their investments, financing, and insurance needs.

Engaging with clients and resolving complex situations will be key to ensuring their satisfaction. This role offers career progression opportunities, especially with the chance to obtain your mutual fund representative licence. Key Responsibilities:

- Listen to clients and assess their needs
- Provide tailored advice for investments and financing
- Ensure high levels of client satisfaction
- Collaborate with specialists to meet specific needs
- Adhere to compliance and risk management policies Requirements:
- College diploma (DEC) or equivalent
- Mutual fund representative licence (must obtain within 3 months)
- Experience in advisory services
- Inclusive and open attitude towards diversity
- Solid communication and problem-solving skills Shape a fulfilling career by connecting clients with banking solutions and achieving their financial goals with National Bank.

📌 Banking Advisor at National Bank (Saint-Donat)
🏢 National Bank of Canada
📍 Saint-Donat

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