Personal Finance Professional with Growth Opportunities
3 weeks ago
The National Bank is seeking a skilled Banking Advisor to join its team in Acton Vale, Quebec. As a Banking Advisor, you will have the opportunity to work with clients, providing expert advice on personal and small business banking needs.
Your Responsibilities:
- Provide personalized service to clients, understanding their financial goals and developing tailored solutions
- Conduct thorough needs analyses to identify opportunities for growth and improvement
- Collaborate with colleagues to deliver exceptional customer experiences
- Stay up-to-date on industry trends and regulatory changes, ensuring compliance and risk management best practices are followed
About You:
To succeed in this role, you should have a college diploma (DEC) or equivalent, as well as a mutual fund representative licence. Additionally, experience in advisory services, an inclusive attitude, and openness to diversity are essential. Proficiency in French is also required.
What We Offer:
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