Banking Advisor at National Bank
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Transform clients' financial experiences as a Banking Advisor at National Bank. Use your analytical skills to provide tailored solutions for personal and small business clients in a supportive environment. As a Banking Advisor, you'll engage directly with clients, offering insights for investment, financing, and insurance needs. This role encourages professional growth, requiring a mutual fund representative licence, which the bank will help you obtain. Your commitment to client satisfaction is vital as you navigate complex scenarios and maintain strong compliance standards. Key Responsibilities:
- Listen to clients' needs and provide clear resolutions
- Deliver tailored advice for personal and small business clients
- Assist clients through mortgage renewal processes
- Ensure high levels of client satisfaction and engagement
- Refer clients to specialists for specific financial needs
- College diploma (DEC) or equivalent required
- Obtain mutual fund representative licence within 3 months
- Experience in advisory services with an inclusive attitude
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Banking Advisor at National Bank
1 day ago
Saint-Jean-sur-Richelieu, Montérégie, Canada National Bank of Canada Full-time $55,000 - $67,000 ContractTransform clients' financial experiences as a Banking Advisor at National Bank. Use your analytical skills to provide tailored solutions for personal and small business clients in a supportive environment. As a Banking Advisor, you'll engage directly with clients, offering insights for investment, financing, and insurance needs. This role encourages...
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Mont-Saint-Hilaire, Montérégie, Canada National Bank of Canada Full-time $49,000 - $61,000 ContractTake the next step in your career as a Banking Advisor at National Bank, directly impacting clients through personalized financial services. Utilize your analytical abilities to enhance the customer experience for personal and small business clients in a supportive environment. As a Banking Advisor, your primary focus will be listening to clients,...
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