Banking Advisor National Bank

Position: Banking Advisor Role with National Bank
Location: Trois-Rivières

Elevate your career as a Banking Advisor at National Bank, where your skills will help clients navigate their financial journeys with care and insight. Enjoy a varied role focused on providing personalized, client-centric solutions.

In this position, you’ll have the opportunity to develop professionally by obtaining your mutual fund representative license. Responsibilities encompass advising both Personal and Small Business clients on a range of needs, from investments to insurance. Enjoy working in a team-focused environment with specialized support while enhancing client satisfaction.

Key Responsibilities:

• Assess and address complex client financial needs

• Provide tailored solutions for investments and financing

• Assist with mortgage renewals and negotiations

• Foster strong client satisfaction and trust

• Direct clients to specialized colleagues as required

Requirements:

• Hold a college diploma or equivalent

• Must obtain mutual fund representative license in three months

• Experience in advisory roles with a focus on diversity

• Fluent in French, English, and Spanish

• Capacity to serve a diverse clientele effectively

Join the National Bank team and impact client financial success.
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