Banking Advisor Role at National Bank (Terrebonne)

Banking Advisor Role at National Bank (Terrebonne)

03 Oct
|
National Bank of Canada
|
Terrebonne

03 Oct

National Bank of Canada

Terrebonne

Explore a rewarding career as a Banking Advisor with National Bank, focusing on personalized client experiences and analytical solutions. Enhance your expertise by obtaining your mutual fund representative license while supporting both personal and small business clients. As a Banking Advisor, you will bring a friendly, client-focused approach to financial consultations at National Bank.

This role requires advisory service experience and an inclusive attitude as you solve complex client needs, from transactions to estate planning. Opportunities abound for career development, including potential promotions within the organization. Key Responsibilities:

- Listen to clients and resolve complex scenarios.
- Offer tailored solutions in finance and investments.




- Ensure high client satisfaction and engagement.
- Refer clients to specialists for specific needs.
- Maintain compliance and manage risk effectively. Requirements:
- College diploma (DEC) or equivalent required.
- Obtain mutual fund representative license within three months.
- Experience in advisory services desired.
- Open attitude toward diversity and inclusivity.
- Excellent analytical and communication skills. Elevate your career by helping clients achieve their financial goals as a Banking Advisor at National Bank.

📌 Banking Advisor Role at National Bank (Terrebonne)
🏢 National Bank of Canada
📍 Terrebonne

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