11 Nov
|
National Bank of Canada
|
Sainte-Thérèse
11 Nov
National Bank of Canada
Sainte-Thérèse
Serve National Bank clients as a Banking Advisor using analytical skills and a friendly, people-centric approach in the branch. Support Personal and Small Business clients with tailored banking solutions.As a Banking Advisor, you will listen to needs, resolve complex situations, and recommend solutions for transactions, investments, personal financing, insurance, and estate planning. You will also support mortgage renewals and renegotiations while ensuring satisfaction, engagement, compliance, and risk management. The role reports to the Branch Manager and works with investment and mortgage specialists.
A mutual fund representative licence can expand your responsibilities.Key Responsibilities:Listen to client needs and resolve complex situationsRecommend solutions for Personal and Small Business clientsSupport mortgage renewals and renegotiationsRefer clients to specialist colleagues for specific needsMaintain compliance, risk management, satisfaction, and engagementRequirements:College diploma or equivalentMutual fund representative licenceObtain the licence within three months if neededAdvisory service experienceInclusive attitude and openness to diversityBring client advising, analytical thinking, and financial solution skills to National Bank's Banking Advisor team.
📌 Banking Advisor Client Solutions (Sainte-Thérèse)
🏢 National Bank of Canada
📍 Sainte-Thérèse