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Banking Advisor

4 weeks ago


Lévis, 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 solutions to clients, including investment, mortgage, and insurance products.
  • Build and maintain strong relationships with clients, understanding their financial needs and goals.
  • Work collaboratively with colleagues to ensure seamless client service and support.
  • Stay up-to-date with industry trends and regulatory requirements to provide expert advice to clients.
  • 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 or willingness to obtain 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 teamwork and collaboration.

Why Join Us?

At National Bank, we are committed to making a positive impact on the lives of our clients and employees. We offer a supportive and inclusive work environment, where you can grow and develop your skills and expertise. Join our team and be part of a organization that values innovation, customer service, and community involvement.