National Bank Client Banking Advisor Sorel Tracy (Canada)

National Bank Client Banking Advisor Sorel Tracy (Canada)

25 Aug
|
National Bank of Canada
|
Canada

25 Aug

National Bank of Canada

Canada

Join National Bank as a Banking Advisor, where your analytical skills meet client-focused service. Help clients navigate financial decisions and enrich their banking experience with expert advice. In this role, you will provide personalized solutions to meet the financial needs of personal and small business clients.

Prospects for career development abound, including obtaining your mutual fund representative license, thereby enhancing your capabilities in managing financial transactions. You will work in a team-centric workplace that values bold ideas and individual contributions. Key Responsibilities:
Identify client needs and resolve complex financial situations
Counsel clients on personal and small business transactions




Assist with mortgage renewals and negotiations
Ensure compliance with banking regulations and practices
Collaborate with specialists to address specific client needs Requirements:
Hold a college diploma or equivalent
Possess or be willing to obtain a mutual fund representative license
Prior experience in advisory services required
Embrace diversity and an inclusive approach
Committed to continuous learning and development Utilize your passion for finance and client service to thrive in this Banking Advisor role at National Bank.

📌 National Bank Client Banking Advisor Sorel Tracy (Canada)
🏢 National Bank of Canada
📍 Canada

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