Explore a agile prospect 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 skilled 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.
📌 Customer Centric Banking Advisor Position Saint Donat (Saint-Donat)
🏢 National Bank of Canada
📍 Saint-Donat
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