Banking Advisor at National Bank
National Bank of Canada • gaspé, Canada
Role Description
Foster meaningful client relationships as a Banking Advisor at National Bank. This on-site position lets you leverage your analytical skills to provide tailored financial solutions.
As a Banking Advisor, you will understand clients' needs while advising Personal and Small Business clients. Your role involves offering personalized solutions in transactions, investments, financing, and insurance. By obtaining a mutual fund representative license, you can broaden your responsibilities, ensuring adherence to compliance and risk management.
Key Responsibilities:
• Listen to clients and resolve complex financial situations
• Provide tailored advice for investments and financing
• Ensure client satisfaction through engaged service
• Refer clients to specialists for specific needs
• Maintain compliance and risk management standards
Requirements:
• College diploma (DEC) or equivalent
• Experience in advisory services, inclusive attitude
• Openness to diversity i...
As a Banking Advisor, you will understand clients' needs while advising Personal and Small Business clients. Your role involves offering personalized solutions in transactions, investments, financing, and insurance. By obtaining a mutual fund representative license, you can broaden your responsibilities, ensuring adherence to compliance and risk management.
Key Responsibilities:
• Listen to clients and resolve complex financial situations
• Provide tailored advice for investments and financing
• Ensure client satisfaction through engaged service
• Refer clients to specialists for specific needs
• Maintain compliance and risk management standards
Requirements:
• College diploma (DEC) or equivalent
• Experience in advisory services, inclusive attitude
• Openness to diversity i...