Serve National Bank clients as a Banking Advisor using analytical skills and a friendly, people-centric approach in the branch. Support Personal and Small Business clients with tailored banking solutions.
As a Banking Advisor, you will listen to needs, resolve complex situations, and recommend solutions for transactions, investments, personal financing, insurance, and estate planning. You will also support mortgage renewals and renegotiations while ensuring satisfaction, engagement, compliance, and risk management. The role reports to the Branch Manager and works with investment and mortgage specialists. A mutual fund representative licence can expand your responsibilities.
Key Responsibilities:
- Listen to client needs and resolve complex situations
- Recommend solutions for Personal and Small Business clients
- Support mortgage renewals and renegotiations
- Refer clients to specialist colleagues for specific needs
- Maintain compliance, risk management, satisfaction, and engagement
Requirements:
- College diploma or equivalent
- Mutual fund representative licence
- Obtain the licence within three months if needed
- Advisory service experience
- Inclusive attitude and openness to diversity
Bring client advising, analytical thinking, and financial solution skills to National Bank's Banking Advisor team.
Banking Advisor Client Solutions in Drummondville employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
