Join National Bank as a Banking Advisor and take on a agile role that fosters personal and skilled growth. Utilize your analytical skills to create meaningful client experiences and offer personalized solutions.
In your role as a Banking Advisor, you will engage with a variety of clients, providing expert advice on transactions, estate planning, and insurance needs. This position encourages career development, including obtaining a mutual fund representative license, which will allow you to broaden your advisory capabilities. You'll collaborate with a dedicated team to ensure compliance with industry regulations and drive client satisfaction.
Key Responsibilities:
• Listen to and address clients' unique financial needs
• Deliver tailored advice for clients in personal finance
• Support clients during mortgage renewals and negotiations
• Maintain compliance with risk management standards
• Refer clients to specialists for complex needs
Requirements:
• College diploma (DEC) or similar qualification
• Must obtain mutual fund representative license
• Advisory service experience and inclusive mindset
Combine your passion for finance and client service in a rewarding Banking Advisor position at National Bank.
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📌 Career As A Banking Advisor Quebec City (Canada)
🏢 National Bank of Canada
📍 Canada
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