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 professional 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 solutionsAdvise on personal investments and financing optionsMaintain high levels of client satisfactionRefer clients to specialists for their specific needsAdhere to regulatory compliance and risk protocolsRequirements:Required college diploma (DEC) or equivalentMust obtain mutual fund representative licence within three monthsExperience in advisory roles preferredCommitment to inclusion and diversityStrong communication and analytical skillsBy utilizing your expertise, enrich the lives of clients and support their financial ambitions effectively.

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