Client-Focused Banking Advisor

Location: Trois-Rivières

Join National Bank as a Client-Focused Banking Advisor, where you can make a positive impact on diverse client financial needs. Leverage your analytical abilities to provide tailored banking experiences in a dynamic environment.

This position emphasizes client satisfaction and offers growth through obtaining a mutual fund representative license.

Your role includes advising Personal and Small Business clients, assisting them with financing and investment while navigating complex situations effectively. You will learn in a supportive atmosphere to enhance your skills with ongoing training.

Key Responsibilities:

• Analyze client needs and resolve financial challenges

• Offer personalized advice on transactions and insurance

• Support mortgage renewal and negotiation efforts

• Maintain high client engagement and satisfaction

• Collaborate with specialists for comprehensive solutions

Requirements:

• College diploma (DEC) or equivalent required

• Acquire mutual fund representative license within three months

• Open-minded and inclusive advisory experience

• Proficient in French, English, and Spanish

• Ability to connect with diverse client backgrounds

Take your banking career to new heights at National Bank.
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