Banking Advisor

1 month ago


Roberval, 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 building strong relationships with our community.

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 needs and preferences.
  • 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 our clients' lives and our communities. We value diversity, inclusion, and employee well-being, and we offer a range of programs and resources to support your career growth and personal development.


  • Banking Advisor

    1 month ago


    Roberval, Canada National Bank Full time

    About the RoleWe 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 ResponsibilitiesProvide personalized banking solutions to clients, including...

  • Banking Advisor

    1 month ago


    Roberval, Canada National Bank Full time

    About the RoleWe 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 ResponsibilitiesProvide personalized banking solutions to clients, including...

  • Banking Advisor

    1 month ago


    Roberval, Canada National Bank Full time

    About the RoleWe 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 ResponsibilitiesProvide personalized financial advice and solutions to clients,...

  • Banking Advisor

    1 month ago


    Roberval, Canada National Bank Full time

    About the RoleWe 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 ResponsibilitiesProvide personalized financial advice and solutions to clients,...