Client-Focused Banking Advisor Needed (Winnipeg)

Client-Focused Banking Advisor Needed (Winnipeg)

20 Aug
|
National Bank of Canada
|
Winnipeg

20 Aug

National Bank of Canada

Winnipeg

Become a Banking Advisor at National Bank, providing impactful financial solutions for clients. This role combines analytical prowess with a commitment to excellent client service.

As a Banking Advisor, you'll engage with Personal and Small Business clients, addressing their unique financial situations. Obtaining a mutual fund representative licence will further enhance your skilled growth and responsibilities. With a focus on both client satisfaction and compliance, you'll thrive in a people-first environment.

Key Responsibilities: • Assess clients' needs and resolve complex issues • Deliver investment and insurance advice tailored to clients • Ensure satisfaction through ongoing engagement efforts • Collaborate with specialists for client solutions • Follow compliance and risk management guidelines

Requirements: • Must have a college diploma (DEC) or equivalent • Acquisition of mutual fund representative licence within three months • Advisory service experience required • Inclusive and open to diversity • Proficiency in French

Make a positive impact on clients' lives by leveraging your advisory skills at National Bank. #J-18808-Ljbffr

📌 Client-Focused Banking Advisor Needed (Winnipeg)
🏢 National Bank of Canada
📍 Winnipeg

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