Banking and Financial Expert
4 weeks ago
At National Bank, we're seeking a highly skilled Banking Advisor to join our team. As a Banking Advisor, you'll play a vital role in providing exceptional client service and support to our customers.
Key Responsibilities- Client Engagement: Build and maintain strong relationships with clients, understanding their financial needs and providing personalized solutions.
- Financial Planning: Offer expert advice on financial products and services, including investments, mortgages, and insurance.
- Account Management: Manage client accounts, ensuring timely and accurate transactions, and resolving any issues that may arise.
- Compliance: Ensure all financial transactions and activities are conducted in accordance with regulatory requirements and company policies.
- Education: College diploma (DEC) or equivalent.
- Licence: Mutual fund representative (MFR) licence is required. If not already held, the licence must be obtained within three months of hiring.
- Skills: Strong analytical and communication skills, with the ability to work in a fast-paced environment.
National Bank is a dynamic and inclusive organization that values diversity and innovation. We offer a range of benefits and opportunities for growth and development, including access to training programs, mentorship, and a comprehensive compensation package.
If you're a motivated and customer-focused individual with a passion for finance, we encourage you to apply for this exciting opportunity to join our team as a Banking Advisor.
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