Banking Advisor at National Bank

Elevate your career as a Banking Advisor at National Bank, where your analytical skills help create a people-centric client experience. Engage with clients and support them through various financial needs.

In this varied role, you will report to the Branch Manager and work alongside specialists in investment and mortgage financing. Your main responsibilities include resolving client issues, offering tailored solutions for personal and small business clients, and ensuring compliance with risk management rules. By obtaining your mutual fund representative license, you can further your career and responsibilities.

Key Responsibilities:

• Listen to and understand clients’ financial needs

• Provide advice on investment and personal financing solutions

• Guide clients during mortgage renewal processes

• Enhance client satisfaction and retention efforts

• Refer clients to specialists for specific services

Requirements:

• College diploma (DEC) or equivalent

• Mutual fund representative license required

• Experience in advisory services and diverse client engagement

• Open attitude toward collaboration and learning

• Commitment to compliance and risk management

Make a significant impact on clients’ financial well-being as a Banking Advisor at National Bank.
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