Drive financial success for clients as a Banking Advisor at National Bank. Leverage your analytical abilities to create personalized solutions in this energetic branch workplace. This position involves engaging with Personal and Small Business clients to provide comprehensive financial advice, including investment and insurance solutions.

You'll have the chance to enhance your expertise by pursuing a mutual fund representative licence while ensuring a high level of client satisfaction. Join a supportive team aiming for collective success. Key Responsibilities:
Understand clients’ needs and resolve financial concerns
Provide tailored advice for personal financing and investments
Assist clients with mortgage renewals and renegotiations
Monitor compliance and risk management standards
Refer clients to experts for specialized assistance Requirements:
Hold a college diploma (DEC) or equivalent
Minimum 2 years of sales experience and MFR licence
Experience in providing advisory services
Commitment to client-centric service
Value diversity and teamwork in client interactions Join National Bank as a Banking Advisor and use your skills to make a meaningful impact on clients' financial futures.

📌 Banking Advisor Career At National Bank Kelowna (Canada)
🏢 National Bank of Canada
📍 Canada