Banking and Financial Services Professional

4 weeks ago


SaintHenri, Canada NBC Full time
Job Summary

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 banking solutions to clients, including personal and small business banking services.
  • Offer expert advice on financial products and services, such as mortgages, investments, and insurance.
  • Support clients through the mortgage renewal or renegotiation process.
  • Ensure client satisfaction and engagement through proactive communication and issue resolution.
  • Collaborate with colleagues to provide comprehensive solutions to clients' needs.
Requirements
  • Hold a college diploma (DEC) or equivalent.
  • Hold a mutual fund representative (MFR) licence – If not, obtain this licence within three months of hiring.
  • Advisory service experience, inclusive attitude, and openness to diversity.
What We Offer
  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • A chance to make a positive impact on our clients' lives.
About Us

National Bank is a leading financial institution committed to providing exceptional service to our clients and communities. We value diversity, inclusion, and employee well-being, and we are dedicated to creating a positive and supportive work environment.



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