Banking Advisor at National Bank

Location: Bromont

Embrace your ambitions as a Banking Advisor with National Bank, shaping clients' financial journeys while employing your analytical skills. This role emphasizes a client-centric approach in a supportive team environment.

As a Banking Advisor, you will engage with Personal and Small Business clients, addressing their unique transaction and investment needs. With opportunities for growth, including obtaining a mutual fund representative license, you can advance your career path. Providing personalized solutions will enhance client satisfaction and build lasting relationships.

Key Responsibilities:

• Listen to clients and resolve complex financial situations

• Advise on personal financing and estate planning needs

• Support mortgage renewal and negotiation processes

• Ensure adherence to compliance and risk management rules

• Refer clients to specialized colleagues for targeted advice

Requirements:

• College diploma or equivalent required

• Mutual fund representative license or willing to obtain

• Advisory service experience with diverse clientele

• Openness to collaboration and inclusion in the workplace

• Commitment to continuous learning and development

Utilize your expertise and grow your career as a Banking Advisor at National Bank, making a meaningful impact.
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