National Bank of Canada
Senior Advisor in Banking Services
Job Description
Shape the future of banking as a Senior Advisor at National Bank. You'll play a pivotal role in client satisfaction while mentoring colleagues in a variety of banking solutions.
This position focuses on delivering a personalized experience for Personal and Small Business clients. You will guide clients through complex financial situations and assist them with investment, mortgage, and insurance needs. Emphasizing teamwork, you will foster professional growth and share your expertise within a supportive branch team.
Key Responsibilities:
• Address and resolve clients' intricate financial challenges
• Provide personalized advice for investments and personal financing
• Assist with mortgage renewals and negotiations
• Contribute to the development of colleagues within the branch
• Maintain adherence to compliance and risk management protocols
Requirements:
• Hold a college diploma (DEC) or equivalent
• Possess a mutual fund representative (MFR) license
• E...
This position focuses on delivering a personalized experience for Personal and Small Business clients. You will guide clients through complex financial situations and assist them with investment, mortgage, and insurance needs. Emphasizing teamwork, you will foster professional growth and share your expertise within a supportive branch team.
Key Responsibilities:
• Address and resolve clients' intricate financial challenges
• Provide personalized advice for investments and personal financing
• Assist with mortgage renewals and negotiations
• Contribute to the development of colleagues within the branch
• Maintain adherence to compliance and risk management protocols
Requirements:
• Hold a college diploma (DEC) or equivalent
• Possess a mutual fund representative (MFR) license
• E...