Banking Advisor National Bank

Position: Banking Advisor with National Bank
Grow your career as a Banking Advisor at National Bank of Canada, where client satisfaction is your top priority. Deliver a people-centric experience by leveraging your analytical skills and financial knowledge in advisory services.

In this role, you will focus on both personal and small business clients, addressing their investment, mortgage, and insurance needs. You will have the opportunity to achieve your mutual fund representative license, enhancing your ability to assist clients with investment transactions. Work alongside a skilled team dedicated to providing exceptional service and support.

Key Responsibilities:

• Address and resolve complex client inquiries.

• Offer tailored financial advice and solutions.

• Assist clients through mortgage renewal and negotiation.

• Ensure compliance and risk management adherence.

• Facilitate client referrals to specialist colleagues.

Requirements:

• College diploma (DEC) or equivalent required.

• Mutual fund representative license must be obtained within three months.

• Proven experience in advisory services with an inclusive mindset.

• Strong skills in finance, investments, and mortgage lending.

• Effective communication with clients in various languages.

Leverage your advisory service skills to make a difference at the National Bank of Canada.
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