Banking Advisor

3 weeks ago


Québec, Quebec, Canada National Bank Full time

Job Summary

We are seeking a skilled Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional client service and advice to our Personal and Small Business clients.

Key Responsibilities

  • Provide personalized advice and solutions to clients to meet their transaction, investment, and personal financing needs.
  • Support clients through the mortgage renewal or renegotiation process.
  • Ensure client satisfaction and engagement.
  • Refer clients to specialist colleagues for their specific needs.
  • Ensure adherence to compliance and risk management rules.

Requirements

  • Hold a college diploma (DEC) or equivalent.
  • Hold a mutual fund representative (MFR) licence.
  • Advisory service experience, inclusive attitude, and openness to diversity.

What We Offer

  • Competitive compensation.
  • A wide range of flexible benefits to promote your wellbeing and that of your family.
  • Opportunities for development and career advancement.

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 peoples' lives.


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