Client-Centric Banking Advisor (Winnipeg)

Client-Centric Banking Advisor (Winnipeg)

21 Sep
|
National Bank of Canada
|
Winnipeg

21 Sep

National Bank of Canada

Winnipeg

Launch your career as a Banking Advisor with National Bank, dedicated to providing exceptional service in a client-focused branch setting. Use your analytical abilities to guide clients through their financial journeys.

In this dynamic role, you’ll connect with Personal and Small Business clients to deliver customized advice across various services, including investments and estate planning. This position offers significant opportunities for growth, such as acquiring your mutual fund representative license. Collaborate with a team of experts while ensuring compliance and risk management practices are upheld.

Key Responsibilities:



• Listen attentively to clients and resolve inquiries • Provide tailored financial advice and solutions • Guide clients through mortgage renewals • Maintain high levels of client satisfaction and engagement • Connect clients with specialists for tailored support

Requirements: • College diploma or equivalent • Mutual fund representative license – or willingness to obtain • Advisory service experience • Open-minded approach to diversity • Robust interpersonal and problem-solving skills

Join a proactive team committed to fostering client success and making a positive difference in the community.

📌 Client-Centric Banking Advisor (Winnipeg)
🏢 National Bank of Canada
📍 Winnipeg

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