Financial Solutions Advisor at National Bank

Location: Dolbeau-Mistassini

Join National Bank as a Banking Advisor, focusing on delivering client-oriented financial solutions in a supportive team environment. Utilize your skills to impact client decisions positively.

The Banking Advisor role involves understanding both personal and small business clients’ financial needs and providing tailored solutions, including investments and estate planning. You will play a crucial part in ensuring compliance and fostering client relationships while pursuing professional development opportunities.

Key Responsibilities:

• Identify clients’ financial needs and provide solutions

• Advise on personal and small business financing

• Foster client engagement and satisfaction

• Refer clients to relevant specialists

• Ensure compliance with regulations and risk management

Requirements:

• College diploma (DEC) or equivalent education

• Previous advisory service experience preferred

• Open-minded and inclusive attitude

• Strong commitment to client care and solutions

• Eagerness to learn and progress in the banking field

Transform client relationships and drive financial success at National Bank through dedicated advisory service.
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