Banking Advisor – National Bank of Canada
Compensation: $49,000 – $60,700 per year.
Responsibilities
- Listen to clients’ needs and resolve complex situations.
- Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made‑to‑measure insurance and estate planning needs.
- Ensure client satisfaction and engagement.
- Refer clients to specialist colleagues for specific needs.
- Ensure adherence to compliance and risk management rules.
Team
The branch is open one evening a week. A number of work schedules are possible, varying according to team availability. This position reports to the Branch Manager. You’ll work with a team of experts specializing in investment, mortgage financing, and other areas.
Qualifications