Use analytical skills and a friendly approach as a Banking Advisor at National Bank, serving branch clients with a people-centric experience.
This Banking Advisor role supports Personal and Small Business clients with transaction, investment, financing, insurance, and estate planning needs. You will listen carefully, resolve complex situations, and recommend appropriate solutions. The position reports to the Branch Manager and works with specialists in investments, mortgage financing, and other areas.
Key Responsibilities:
- Listen to clients' needs and resolve complex situations
- Advise Personal and Small Business clients on appropriate solutions
- Support mortgage renewal and renegotiation processes
- Ensure client satisfaction and engagement
- Refer clients to specialist colleagues for specific needs
Requirements:
- College diploma or equivalent
- Mutual fund representative licence, or obtain it within three months
- Advisory service experience
- Inclusive attitude and openness to diversity
- French-language proficiency
Bring advisory experience, analytical skills, and client focus to Banking Advisor work at National Bank.
National Bank Banking Advisor 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.
