National Bank Banking Advisor

Position: National Bank Banking Advisor Role
Location: Dollard-des-Ormeaux

Embrace your potential as a Banking Advisor at National Bank. This role focuses on providing personalized financial solutions and support to clients, fostering strong relationships and satisfaction.

As a Banking Advisor, you will engage with both Personal and Small Business clients by offering tailored advice on investments, financing, insurance, and estate planning. Utilizing your analytical skills, you'll resolve complex client situations and ensure adherence to compliance measures. This position allows for professional growth through a supportive branch environment.

Key Responsibilities:

• Listen to and understand clients' financial needs

• Provide tailored advice on investment and financing options

• Ensure client satisfaction through continuous engagement

• Refer clients to specialists for specific services

• Maintain compliance with all risk management rules

Requirements:

• College diploma (DEC) or equivalent

• Experience in advisory services

• Openness to diversity and inclusivity

• Ability to communicate in English and French

• Strong client-focused approach

Bring your analytical skills, client engagement, and advisory experience to National Bank to positively impact clients’ lives.
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