Drive client success as a Dynamic Banking Advisor. Apply your analytical abilities to listen and address the financial needs of personal and small business clients effectively. In this full-time role, you will engage with clients to provide financial solutions tailored to their individual requirements.

This mid-senior level position encourages career development, including obtaining a mutual fund representative licence to enhance your advisory capabilities and service offerings. Collaborating with a specialist team, you will ensure a comprehensive service experience ensuring compliance with risk management policies. Key Responsibilities:

- Engage with clients to identify needs and offer solutions
- Advise on personal investments and financing options




- Maintain high levels of client satisfaction
- Refer clients to specialists for their specific needs
- Adhere to regulatory compliance and risk protocols

Requirements:

- Required college diploma (DEC) or equivalent
- Must obtain mutual fund representative licence within three months
- Experience in advisory roles preferred
- Commitment to inclusion and diversity
- Strong communication and analytical skills

By utilizing your expertise, enrich the lives of clients and support their financial ambitions effectively.

📌 Dynamic Banking Advisor Position (Brossard)
🏢 National Bank of Canada
📍 Brossard