Join National Bank as a Banking Advisor focused on client satisfaction and financial solutions. Utilize your analytical skills to provide tailored advice and support to both personal and small business clients.
As a Banking Advisor, you'll engage with clients to identify their needs and resolve complex financial situations. By obtaining your mutual fund representative licence, you can enhance your expertise and expand your service offerings. You will work within a supportive team workplace, dedicated to helping clients navigate investments, personal financing, and insurance.
Key Responsibilities:
• Listen to and address client needs effectively
• Provide financial solutions for personal and small business clients
• Guide clients through mortgage renewals and negotiations
• Maintain high levels of client satisfaction and engagement
• Refer specific client needs to specialist colleagues
Requirements:
• College diploma (DEC) or equivalent
• Mutual fund representative licence (must obtain within 3 months)
• Experience in advisory services with inclusive attitude
• Openness to diversity in the workplace
• Ability to work in a flexible schedule
Bring your advisory expertise and client-oriented approach to make a positive impact at National Bank.
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📌 Banking Advisor at National Bank (Quebec City)
🏢 National Bank of Canada
📍 Quebec City
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