Banking Advisor

4 weeks ago


Terrebonne, Quebec, 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 objectives.

Key Responsibilities
  • Provide personalized banking solutions to clients, including transaction, investment, and personal financing services.
  • Develop 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 on 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 (obtained 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 teamwork and collaboration.

Why Join Us?

At National Bank, we are committed to creating a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us to deliver exceptional service and support to our clients and colleagues. We welcome candidates who share our passion for people and our commitment to excellence.


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