Elevate client experiences as a Banking Advisor with National Bank. Leverage your analytical approach and client-first mindset to provide customized financial guidance in a supportive branch setting.
This position allows you to address the needs of both Personal and Small Business clients, assisting them with investments, personal financing, and estate planning. You’ll have the potential to grow within your role by earning your mutual fund representative license. Working alongside a diverse team will enrich your capabilities and ensure compliance in service.
Key Responsibilities:
• Address client needs and resolve intricate issues
• Provide tailored advice on investments and personal finance
• Foster high levels of client satisfaction and loyalty
• Connect clients with specialists for advanced needs
• Comply with risk management standards
Requirements:
• Hold a college diploma (DEC) or equivalent
• Mutual fund representative license (to be obtained within 3 months)
• Experience in advisory services with a commitment to diversity
• Solid cooperation skills within teams
• Proficiency in both French and English for client communications
Your skills will create meaningful impacts for clients while furthering your career in a rewarding banking environment.
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📌 Customer-Focused Banking Advisor Role (Quebec City)
🏢 National Bank of Canada
📍 Quebec City
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