Banking Advisor
3 weeks ago
Job Title: Banking Advisor
Job Summary:
We are seeking a Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking solutions.
Key Responsibilities:
- Provide personalized banking solutions to clients
- Offer advice on investment, personal financing, and estate planning
- Support clients through the mortgage renewal or renegotiation process
- Ensure client satisfaction and engagement
- Refer clients to specialist colleagues for specific needs
- Ensure adherence to compliance and risk management rules
Requirements:
- College diploma (DEC) or equivalent
- Mutual fund representative (MFR) licence
- Advisory service experience, inclusive attitude, and openness to diversity
What We Offer:
- Competitive compensation
- Flexible benefits package
- Opportunities for career advancement
- Dynamic work environment
About Us:
National Bank is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives.
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