Impact lives as a Banking Advisor at National Bank. Employ your analytical skills to deliver personalized banking experiences, all while working in an engaging branch workplace.
This role involves connecting with Personal and Small Business clients to fulfill their various financial needs, such as investment advice, personal finance solutions, and insurance options. Gaining your mutual fund representative license will accelerate your career path and expand your capabilities. Teamwork and compliance with banking regulations are essential aspects of this role.
Key Responsibilities:
• Engage with clients to understand and resolve their concerns
• Offer tailored advice on finance, investments, and risk management
• Guarantee a high level of client satisfaction




• Coordinate with specialists to cater to specific client needs
• Uphold compliance and best practices in financial advisory
Requirements:
• College diploma (DEC) or equivalent
• Mutual fund representative license (must acquire within 3 months)
• Experience in advisory services, with a focus on inclusion
• Embrace teamwork and a diversity of thought
• Bilingual (French and English) for effective client communication
Utilize your advising skills to contribute positively to your clients' financial journeys with National Bank.
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📌 Dynamic Banking Advisor Position (Chelsea)
🏢 National Bank of Canada
📍 Chelsea