Client-Centric Banking Advisor
Job in
Thetford Mines, Province de Québec, Canada
Listed on 2026-09-23
Listing for:
National Bank of Canada
Full Time
position Listed on 2026-09-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Bank Customer Service
Job Description & How to Apply Below
In this dynamic role, you’ll connect with Personal and Small Business clients to deliver customized advice across various services, including investments and estate planning. This position offers significant opportunities for growth, such as acquiring your mutual fund representative license. Collaborate with a team of experts while ensuring compliance and risk management practices are upheld.
Key Responsibilities:
• Listen attentively to clients and resolve inquiries
• Provide tailored financial advice and solutions
• Guide clients through mortgage renewals
• Maintain high levels of client satisfaction and engagement
• Connect clients with specialists for tailored support
Requirements:
• College diploma or equivalent
• Mutual fund representative license – or willingness to obtain
• Advisory service experience
• Open-minded approach to diversity
• Strong interpersonal and problem-solving skills
Join a proactive team committed to fostering client success and making a positive difference in the community.
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