Banking Advisor

4 weeks ago


Ottawa, Ontario, 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 diversity and inclusion.

Why Join Us?

At National Bank, we are committed to making a positive impact on our clients' lives and our communities. We value our employees' contributions and offer a range of benefits and opportunities for growth and development. If you are passionate about delivering exceptional customer service and building strong relationships, we encourage you to apply for this exciting opportunity.


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