Banking advisor

Overview

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and positively impact your life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills to offer a people-centric experience for branch clients. This role offers opportunities for development. By obtaining your mutual fund representative licence, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions.

Your 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 your clients to specialist colleagues for their specific needs.