Banking Advisor at National Bank

Location: Granby

Become a Banking Advisor at National Bank, where you can impact clients' lives through personalized service and analytical skills. Enjoy a rewarding career with opportunities for growth and advancement.

National Bank seeks a Banking Advisor to provide advice to Personal and Small Business clients. You will resolve complex situations, support clients in mortgage renewals, and ensure compliance with risk management protocols. This role values collaboration and offers paths for advancement within the bank.

Key Responsibilities:

• Listen to clients’ needs and resolve issues

• Advise on investments, personal financing, and insurance

• Support mortgage renewal and renegotiation processes

• Ensure client satisfaction and engagement

• Refer clients to specialists for specific needs

Requirements:

• College diploma (DEC) or equivalent

• Mutual fund representative licence within three months

• Experience in advisory services and inclusive attitude

• Openness to diversity and team collaboration

• Ability to navigate various client situations

Develop your banking expertise and make a difference in clients' financial journeys at National Bank.
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