Financial Solutions Banking Advisor

Location: Beloeil

Unleash your potential as a Banking Advisor at National Bank and make a meaningful impact on clients' financial well-being. This permanent, on-site role requires an analytical mindset and a dedication to service.

As a Banking Advisor, you will guide Personal and Small Business clients through complex financial decisions, providing expert advice on personal banking, investments, and insurance. You will facilitate mortgage processes while ensuring client satisfaction and collaborating with specialists for comprehensive solutions. This role is ideal for those seeking professional growth within a supportive team environment.

Key Responsibilities:

• Analyze and resolve complex client situations

• Provide financial advice tailored to individual client needs

• Support mortgage renewal and negotiation processes

• Ensure compliance with risk management rules

• Refer clients to specialists for additional support

Requirements:

• College diploma (DEC) or equivalent

• Must obtain mutual fund representative (MFR) licence within 3 months

• Experience in advisory services with a commitment to diversity

Use your expertise to enhance client outcomes and advance your career at National Bank.
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