National Bank of Canada
Client-Centric Banking Advisor Position
Job Description
Shape your career at National Bank as a Client-Centric Banking Advisor, where support for clients translates into impactful financial advice. Utilize your analytical skills to create customized solutions for each client.
As a Banking Advisor, you will engage directly with Personal and Small Business clients to understand their needs and offer suitable financial products. Your focus will ensure client satisfaction while working in collaboration with specialists to address any deeper financial requirements through referrals.
Key Responsibilities:
• Address and resolve client inquiries effectively
• Provide advisory services tailored to client needs
• Ensure client satisfaction and loyalty
• Refer complex needs to specialized colleagues
• Comply with all risk management regulations
Requirements:
• Hold a college diploma (DEC) or equivalent
• Must obtain a mutual fund representative licence within three months
• Experience in advisory services and inclusivi...
As a Banking Advisor, you will engage directly with Personal and Small Business clients to understand their needs and offer suitable financial products. Your focus will ensure client satisfaction while working in collaboration with specialists to address any deeper financial requirements through referrals.
Key Responsibilities:
• Address and resolve client inquiries effectively
• Provide advisory services tailored to client needs
• Ensure client satisfaction and loyalty
• Refer complex needs to specialized colleagues
• Comply with all risk management regulations
Requirements:
• Hold a college diploma (DEC) or equivalent
• Must obtain a mutual fund representative licence within three months
• Experience in advisory services and inclusivi...