Dynamic Banking Advisor Role Saint Georges (Saint-Georges)

Dynamic Banking Advisor Role Saint Georges (Saint-Georges)

23 Aug
|
National Bank of Canada
|
Saint-Georges

23 Aug

National Bank of Canada

Saint-Georges

Join National Bank as a Banking Advisor, a role designed for those eager to positively impact client lives using analytical skills in finance. Deliver exceptional service through a client-focused approach in this rewarding position. In this energetic position, you'll serve Personal and Small Business clients, offering advice on investments, financing, and more.

You'll help resolve complex situations while fostering a supportive team culture. Obtaining your mutual fund representative licence will allow you to expand your services and grow within the organization. Key Responsibilities:
Understand client needs and resolve financial issues
Advise on personal financing and investment prospects
Foster satisfaction and engagement among clients
Connect clients with specialists for tailored advice
Follow compliance and risk management guidelines Requirements:
College diploma (DEC) or equivalent
Mutual fund representative licence needed within 3 months
Experience in advisory services with diverse inclusivity
Willingness to collaborate and support team needs
Dedication to achieving high client satisfaction Elevate your career with National Bank as a Banking Advisor, where your skills can shine.

📌 Dynamic Banking Advisor Role Saint Georges (Saint-Georges)
🏢 National Bank of Canada
📍 Saint-Georges

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