Dynamic Banking Advisor Role

Location: Bromont

Join National Bank as a Banking Advisor, a role designed for those eager to positively impact client lives using analytical skills in finance. Deliver exceptional service through a client-focused approach in this rewarding position.

In this dynamic position, you'll serve Personal and Small Business clients, offering advice on investments, financing, and more. You'll help resolve complex situations while fostering a supportive team culture. Obtaining your mutual fund representative licence will allow you to expand your services and grow within the organization.

Key Responsibilities:

• Understand client needs and resolve financial issues

• Advise on personal financing and investment opportunities

• Foster satisfaction and engagement among clients

• Connect clients with specialists for tailored advice

• Follow compliance and risk management guidelines

Requirements:

• College diploma (DEC) or equivalent

• Mutual fund representative licence needed within 3 months

• Experience in advisory services with diverse inclusivity

• Willingness to collaborate and support team needs

• Dedication to achieving high client satisfaction

Elevate your career with National Bank as a Banking Advisor, where your skills can shine.
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