Banking Advisor

Job Overview

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills to offer a people‑centric experience for branch clients.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Give advice and offer appropriate solutions for personal and small business clients covering transactions, investment, financing, insurance, and estate planning.
• Ensure client satisfaction and engagement.
• Refer clients to specialized colleagues as needed.
• Ensure adherence to compliance and risk management rules.
• Perform mutual fund transactions once licensed as a mutual fund representative.
• Work with a team of experts in investment, mortgage financing, and related areas.

Qualificati...