Become a valued Banking Advisor at National Bank and guide clients on their financial journeys. Utilize your advisory expertise to create personalized solutions for clients' diverse needs, all within a supportive environment.
In this role, you will engage with Personal and Small Business clients, understanding their unique requirements and offering tailored financial advice. This position thrives on teamwork and the exchange of ideas among branch experts. Advancement opportunities abound, emphasizing qualified growth and development, including obtaining a mutual fund representative license.
Key Responsibilities:
• Analyze and address clients’ financial needs
• Advise on personal financing, estates, and investments
• Maintain high levels of client engagement
• Refer specialized needs to team experts
• Comply with risk management and compliance standards
Requirements:
• DEC or equivalent qualification
• Experience in client advisory services
• Inclusive attitude towards diversity
• Excellent communication and analytical skills
• Desire to participate in continuous training
Impact lives positively through your advisory role at National Bank.
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📌 Client-Centric Banking Advisor Role (Quebec City)
🏢 National Bank of Canada
📍 Quebec City
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