Banking Advisor at National Bank (Courtenay)

Banking Advisor at National Bank (Courtenay)

13 Sep
|
Banque Nationale du Canada
|
Courtenay

13 Sep

Banque Nationale du Canada

Courtenay

Embrace a rewarding career as a Banking Advisor at National Bank, focusing on personal banking and advisory services. Develop your skills to create meaningful client relationships and enhance their financial well-being. In this role, you'll actively engage with clients to understand their financial needs and offer tailored solutions.

Your responsibilities will include guiding personal and small business clients through transaction, investment, and estate planning processes. You'll also ensure compliance with risk management standards while collaborating with specialized colleagues. Key Responsibilities:

- Listen to clients’ needs and resolve complex financial situations
- Provide tailored advice for personal banking and investments




- Enhance client satisfaction and retention
- Refer clients to specialists for expert assistance
- Ensure adherence to compliance and risk management rules Requirements:
- Hold a college diploma (DEC) or equivalent
- Experience in advisory services and client engagement
- Openness to diversity and inclusion
- Strong teamwork and communication skills
- Willingness to learn and adapt in a agile environment Thrive as a client-focused Banking Advisor, contributing positively to your clients' financial journeys at National Bank.

📌 Banking Advisor at National Bank (Courtenay)
🏢 Banque Nationale du Canada
📍 Courtenay

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