Brossard Banking Advisor Position
National Bank • brossard, Canada
Role Description
Elevate your financial advisory career with a full-time Banking Advisor role in Brossard. Assist personal and small-business clients with tailored banking solutions and investment strategies.
This on-site position at our Brossard location focuses on delivering exceptional advisory services to clients. As a Banking Advisor, you will engage with clients, understanding their needs and providing customized recommendations for personal financing, investments, and estate planning. Your ability to resolve complex situations will be key to ensuring high client satisfaction.
Key Responsibilities:
• Listen to client needs and resolve complex issues
• Advise on personal and small-business banking solutions
• Ensure client satisfaction and effective engagement
• Refer clients to specialists for specific requirements
• Adhere to compliance and risk management guidelines
Requirements:
• College diploma (DEC) or equivalent
• Mutual fund representative license or willingn...
This on-site position at our Brossard location focuses on delivering exceptional advisory services to clients. As a Banking Advisor, you will engage with clients, understanding their needs and providing customized recommendations for personal financing, investments, and estate planning. Your ability to resolve complex situations will be key to ensuring high client satisfaction.
Key Responsibilities:
• Listen to client needs and resolve complex issues
• Advise on personal and small-business banking solutions
• Ensure client satisfaction and effective engagement
• Refer clients to specialists for specific requirements
• Adhere to compliance and risk management guidelines
Requirements:
• College diploma (DEC) or equivalent
• Mutual fund representative license or willingn...