Explore a agile opportunity as a Customer-Centric Banking Advisor with National Bank, where your people skills can flourish. Deliver tailored financial solutions while actively listening to clients' diverse needs.
In this role, you will work closely with Personal and Small Business clients, tackling complex challenges and ensuring their satisfaction. The position encourages professional growth through training and requires the acquisition of a mutual fund representative licence for expanded responsibilities.
Key Responsibilities:
• Assess and address client financial needs
• Offer solutions in investments and insurance
• Maintain high client engagement levels
• Collaborate with in-house specialists for complex needs
• Follow compliance and risk policies diligently
Requirements:
• College diploma (DEC) or equivalent
• Must secure mutual fund representative licence
• Experience in advisory roles preferred
• Inclusive and courteous approach to client interactions
• Excellent problem-solving and analytical capabilities
Leverage your financial expertise in a fulfilling environment committed to client success at National Bank.
#J-18808-Ljbffr
📌 Customer-Centric Banking Advisor Position (Quebec City)
🏢 National Bank of Canada
📍 Quebec City
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.