Banking Advisor

4 weeks ago


Québec, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide personalized financial advice and guidance to clients, helping them make informed decisions about their financial lives.
  • Build and maintain strong relationships with clients, understanding their needs and preferences to deliver tailored solutions.
  • Work closely with colleagues to ensure seamless delivery of services and support to clients.
  • Stay up-to-date with industry trends and developments, applying this knowledge to enhance client experiences and drive business growth.
  • Meet or exceed sales and revenue targets, while maintaining a high level of customer satisfaction.
Requirements
  • College diploma (DEC) or equivalent.
  • Mutual fund representative (MFR) licence – if not already held, must be obtained within three months of hiring.
  • Advisory service experience, inclusive attitude, and openness to diversity.
What We Offer

As a Banking Advisor at National Bank, you will enjoy a competitive compensation package, including a comprehensive benefits program, opportunities for professional development, and a dynamic work environment that values diversity and inclusion.

We are committed to creating a workplace that is accessible and barrier-free for all employees. If you require accommodation during the recruitment process, please let us know.


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