Job Description
A career as a Banking Advisor at National Bank offers a varied role that allows you to live your ambitions and positively impact clients and colleagues.
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.
- Support clients through the mortgage renewal or renegotiation process.
- Ensure client satisfaction and engagement.
- Refer clients to specialist colleagues for their specific needs.
- Ensure adherence to compliance and risk management rules.
Qualifications & Prerequisites
- Hold a college diploma (DEC) or equivalent.
- Hold a mutual fund representative (MFR) licence, or obtain it within three months of hiring (full refund upon successful attainment).
- Advisory serv...