Banking Advisor Advisory Center
National Bank • montreal, Canada
Role Description
A career as a Banking Advisor in Client Contact Centre means playing a role similar as the one in a branch but working from our advisory call center. You support an established, more specialized client base that belongs to various professional associations by answering their calls and providing personalized financial advice. Based on your warm, human approach and strong analytical skills, you deliver a high‑quality experience to clients
Your salary
The annual salary starts at $61 200 . Based on your experience and expertise, the salary and level of the job can be review.
Your job
- Manage client appointments and to be attentive to their needs.
- Advise professional clients and recommend appropriate financial solutions to meet their investment, personal financing, made-to-measure insurance and estate planning.
- Support your clients through the mortgage renewal or reneg...