Banking advisor (Courtenay)

Role Overview

A career as a Banking Advisor at National Bank is a wide-ranging 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. This role offers opportunities for development, including obtaining a mutual‑fund representative licence to progress further and expand responsibilities by performing mutual‑fund transactions.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Give advice and offer appropriate solutions for personal and small‑business clients to meet transactions, investment, financing, insurance, and estate‑planning needs.
• Support clients through the mortgage renewal or renegotiation process.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues ...