Banking Advisor

3 weeks ago


MontLaurier, 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 targets and performance metrics.
Requirements
  • College diploma (DEC) or equivalent.
  • Mutual fund representative (MFR) licence (obtainable 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 creating a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us to deliver exceptional service and support to our clients and colleagues. We welcome candidates who share our passion for people and our commitment to excellence.


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