Banking Advisor
3 weeks ago
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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