Banque Nationale du Canada
Banking Advisor Position at National Bank
Job Description
Join National Bank as a Banking Advisor and make an impact on clients' financial journeys. Leverage your analytical skills in a welcoming environment focused on personal banking advice.
As a Banking Advisor, you’ll support both Personal and Small Business clients while ensuring their needs are met through tailored solutions. This role allows you to pursue your mutual fund representative licence to advance your career and responsibilities in financial advice. Client satisfaction will be a key measure of your success.
Key Responsibilities:
• Understand and resolve complex client inquiries
• Advise clients on personal financing and investments
• Provide assistance in mortgage processes
• Ensure adherence to compliance guidelines
• Refer clients to specialists for in-depth needs
Requirements:
• College diploma (DEC) or equivalent needed
• Hold a mutual fund representative licence with 2 years experience
...
As a Banking Advisor, you’ll support both Personal and Small Business clients while ensuring their needs are met through tailored solutions. This role allows you to pursue your mutual fund representative licence to advance your career and responsibilities in financial advice. Client satisfaction will be a key measure of your success.
Key Responsibilities:
• Understand and resolve complex client inquiries
• Advise clients on personal financing and investments
• Provide assistance in mortgage processes
• Ensure adherence to compliance guidelines
• Refer clients to specialists for in-depth needs
Requirements:
• College diploma (DEC) or equivalent needed
• Hold a mutual fund representative licence with 2 years experience
...