Embark on a rewarding career as a Banking Advisor with National Bank. Build trust-based relationships with clients while providing tailored financial solutions in this on-site position.
This permanent role involves advising individuals and businesses on personal financing, investments, and mortgage renewals. As you grow in expertise, your responsibilities will evolve, allowing for personalized client interactions and collaboration with specialists. Advancement opportunities include promotions and internal mobility.
Key Responsibilities:
• Listen to client needs and address complex situations
• Advise on personalized financial solutions and transactions
• Support clients through mortgage renewal processes
• Ensure personalized and consistent client experiences
• Refer clients to specialists for optimal service
Requirements:
• Obtain mutual fund licence (MFR) for higher levels
• College diploma (DEC) or equivalent experience
• Client advisory service expe...