Elevate your career as a Banking Advisor at National Bank, providing personalized financial solutions to clients. This on-site position fosters growth through client engagement and supports personal ambitions.
As a Banking Advisor, you will create meaningful connections with Personal and Small Business clients. Your role is pivotal in addressing their financial needs through personalized advice and ensuring a seamless experience in areas like mortgages and investments. You will also collaborate with specialists for additional client support while adhering to compliance standards.
Key Responsibilities:
• Listen to and resolve complex client situations
• Advise on personal financing, investments, and insurance
• Support mortgage renewals and negotiations
• Ensure client satisfaction and positive engagement
• Refer clients to specialists for tailored services
Requirements:
• College diploma (DEC) or equivalent
• Mutual fund representative (MFR) licence, or ob...