Banking Advisor for Personal Finance Quebec City
National Bank of Canada • quebec, Canada
Role Description
Become a Banking Advisor in Quebec City, focusing on personalized financial strategies for clients. Drive satisfaction by addressing complex banking needs through expert guidance and empathetic support.
In this rewarding role, you'll support personal and small business clients in resolving their unique banking challenges. Your responsibilities will emphasize investment advice, facilitating mortgage processes, and estate planning. Collaborate with a dedicated team to uphold high-quality service while ensuring compliance with regulatory standards.
Key Responsibilities:
• Listen closely to client needs and expectations
• Provide expert advice on personal finance and investments
• Facilitate mortgage renewals and renegotiations
• Adhere strictly to risk management protocols
• Direct clients to appropriate specialists when needed
Requirements:
• Hold a college diploma (DEC) or equivalent
• Must obtain a mutual fund representative (MFR) license
• Prior adviso...
In this rewarding role, you'll support personal and small business clients in resolving their unique banking challenges. Your responsibilities will emphasize investment advice, facilitating mortgage processes, and estate planning. Collaborate with a dedicated team to uphold high-quality service while ensuring compliance with regulatory standards.
Key Responsibilities:
• Listen closely to client needs and expectations
• Provide expert advice on personal finance and investments
• Facilitate mortgage renewals and renegotiations
• Adhere strictly to risk management protocols
• Direct clients to appropriate specialists when needed
Requirements:
• Hold a college diploma (DEC) or equivalent
• Must obtain a mutual fund representative (MFR) license
• Prior adviso...