Client-Focused Banking Advisor

Position: Client-Focused Banking Advisor Role
Location: Granby

Become a Banking Advisor at National Bank, where you’ll support clients while developing your career. Utilize your analytical skills to provide personalized advice and solutions.

This diverse role at National Bank emphasizes client relationships and opportunities for growth. You will engage with Personal and Small Business clients, advising on transactions, investments, and insurance needs. The position also involves supporting clients through mortgage renewals, ensuring satisfaction, and adhering to compliance standards.

Key Responsibilities:

• Listen to clients and resolve complex financial situations

• Offer tailored solutions for investment and financing needs

• Assist clients during mortgage renewal or renegotiation

• Ensure high levels of client satisfaction and trust

• Refer clients to specialists for specific requirements

Requirements:

• College diploma (DEC) or equivalent required

• Must hold or obtain a mutual fund representative license

• Advisory service experience is essential

• Openness to diversity and inclusive client approaches

• Willingness to participate in training and personal development

Support clients and enhance your skills as a Banking Advisor with National Bank.
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