Banking Advisor at National Bank

Location: Beloeil

Elevate clients' financial journeys as a Banking Advisor at National Bank. Unleash your potential by providing personalized investment, insurance, and financial solutions in this engaging role.

As a Banking Advisor, you'll play a vital role in transforming clients' banking experiences and improving their financial health. This position requires you to advise Personal and Small Business clients while ensuring compliance and risk management. The role promises development opportunities, allowing you to obtain your mutual fund representative licence which broadens your responsibilities in mutual fund transactions.

Key Responsibilities:

• Address clients' needs and resolve complex issues

• Provide tailored advice for personal financing and investments

• Ensure satisfaction and engagement for all clients

• Refer clients to specialists for additional needs

• Maintain compliance with risk management guidelines

Requirements:

• College diploma (DEC) or equivalent

• Must hold or acquire mutual fund representative licence

• Experience in advisory services with an inclusive approach

• Open to diverse client interactions

• Strong commitment to client satisfaction

Become an integral part of a client-focused team where your insights can make a lasting impact.