Engaging Banking Advisor Career

Location: Beloeil

Join National Bank as a Banking Advisor and create meaningful financial experiences for clients. Bring your analytical skills to assist personal and small business clients in achieving their goals in a flexible work setting.

In this Banking Advisor role, you will actively engage with clients to provide tailored financial advice. Your responsibilities will include supporting clients through their unique financial journeys, from investments to estate planning. As part of your growth, you will have the opportunity to obtain your mutual fund representative license, enabling you to further enhance your service offerings.

Key Responsibilities:

• Assess clients’ financial needs and offer appropriate advice

• Provide guidance on personal financing and insurance solutions

• Aid clients during mortgage renewals and renegotiations

• Foster client relationships to ensure satisfaction

• Refer clients to specialists for detailed financial support

Requirements:

• Hold a college diploma (DEC) or equivalent

• Mutual fund representative license required within 3 months

• Experience in advisory services with an appreciation for diversity

Elevate your banking career with National Bank, where your expertise makes a real difference.
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