Start your journey as a Banking Advisor at National Bank and positively impact client relationships. Use your analytical skills to create customized financial solutions in this fulfilling role.
In this engaging role, you will listen to clients to identify their financial needs and offer appropriate solutions in areas like investments and insurance. Collaborate with a team of experts to support clients during mortgage renewals and ensure adherence to compliance standards.
Key Responsibilities:
• Address client queries and resolve complex situations
• Advise personal and small business clients effectively
• Facilitate mortgage renewal and renegotiation processes
• Maintain high standards of client engagement and satisfaction
• Refer clients to specialist colleagues as needed
Requirements:
• A college diploma (DEC) or equivalent is required
• Mutual fund representative licence must be obtained within three months
• Previous advisory experience with an incl...