Full-Time Banking Advisor in Boucherville
N
NBC
📍 boucherville, montérégie, Canada
Job Description
Become a Banking Advisor with a focus on client satisfaction at our Boucherville location. Utilize your analytical skills to provide tailored financial solutions for personal and small-business clients.
This full-time, on-site role involves listening to clients and resolving complex situations. You will provide advice on transactions, personal financing, and estate planning while ensuring compliance and risk management. Your friendly approach will create a people-centric experience, supporting clients through mortgage renewals and more.
Key Responsibilities:
• Listen to clients’ needs and resolve complex situations
• Offer solutions in personal financing and investments
• Support clients in mortgage renewal or renegotiation
• Ensure compliance with risk management rules
• Refer clients to specialists when necessary
Requirements:
• College diploma (DEC) or equivalent
• Hold or obtain an MFR licence within three months
• Experience in advisory services
This full-time, on-site role involves listening to clients and resolving complex situations. You will provide advice on transactions, personal financing, and estate planning while ensuring compliance and risk management. Your friendly approach will create a people-centric experience, supporting clients through mortgage renewals and more.
Key Responsibilities:
• Listen to clients’ needs and resolve complex situations
• Offer solutions in personal financing and investments
• Support clients in mortgage renewal or renegotiation
• Ensure compliance with risk management rules
• Refer clients to specialists when necessary
Requirements:
• College diploma (DEC) or equivalent
• Hold or obtain an MFR licence within three months
• Experience in advisory services