Client-Focused Banking Advisor Role (Sainte-Thérèse)

Join National Bank as a Banking Advisor, where you’ll use your analytical skills to create impactful client interactions. This diverse role emphasizes a people-centric approach in financial services. In this position, your main duties will involve listening to clients’ needs and providing suitable solutions for various financial matters, including investments and insurance. You’ll also assist with mortgage renewals and engage with specialists for complex client requests. A mutual fund representative licence is required, but National Bank offers support for obtaining one. Key Responsibilities: - Listen to and understand client financial needs - Advise on personal financing and investment options - Support mortgage negotiation processes - Maintain client satisfaction and trust - Ensure compliance with industry regulations Requirements: - Possess a college diploma (DEC) or equivalent - Hold or obtain a mutual fund representative licence - Experience in client advisory roles with an inclusive mindset - Positive approach to diversity in financial advice - Commitment to ongoing development and training Leverage your skills to enhance client satisfaction at National Bank. Apply on Kit Job: kitjob.ca/job/2osnou