Banking Advisor at National Bank

Elevate client relations as a Banking Advisor with National Bank. Use your analytical skills to provide personalized solutions for Personal and Small Business clients every day.

As a Banking Advisor, you will listen to clients' needs while resolving complex situations. Your advice will cater to personal financing, investment, insurance, and estate planning, ensuring a tailored client experience.

This role offers development opportunities, promoting internal mobility and career progression as you achieve your mutual fund representative license.

Key Responsibilities:

• Listen to clients and resolve complex situations

• Advise on personal financing, investments, and insurance

• Support clients with mortgage renewals or renegotiations

• Ensure client satisfaction and engagement throughout

• Conduct referrals to specialists for specific needs

Requirements:

• College diploma (DEC) or equivalent necessary

• Mutual fund representative (MFR) license required

• Experience in advisory services is essential

• Inclusive attitude toward diverse clients is important

• Openness to ongoing learning and development

Embrace client-focused service and expand your advisory role with National Bank.
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