Banking Advisor
4 weeks ago
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.
- 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.
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, colleagues, and communities. We believe in fostering a culture of inclusivity, diversity, and respect, and we are dedicated to helping our employees grow and succeed in their careers.
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