Embark on a rewarding career as a Banking Advisor at National Bank, where your analytical skills and friendly approach will create positive impacts for clients. This position allows for qualified growth with opportunities in investment and personalized financial solutions.
As a Banking Advisor, you will engage with both Personal and Small Business clients, handling their unique financial needs. This role emphasizes client satisfaction, offering tailored advice while maintaining compliance with risk management. You’ll collaborate with specialists and support clients in reaching their financial goals.
Key Responsibilities:
• Listen attentively to client needs and resolve complex issues
• Provide tailored solutions for financial and investment needs




• Ensure high levels of client satisfaction and engagement
• Refer clients to specialists for advanced financial needs
• Adhere to compliance and risk management protocols
Requirements:
• College diploma (DEC) or equivalent
• Mutual fund representative licence or commitment to obtain it
• Experience in advisory services
• Open to diversity and collaboration
• Strong communication and analytical skills
Drive client relations, enhance financial advisory capabilities, and expand your expertise as a Banking Advisor at National Bank.
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📌 Banking Advisor at National Bank (Terrebonne)
🏢 National Bank of Canada
📍 Terrebonne