Job Description
Job Overview
A Banking Advisor at National Bank delivers a people‑centric experience to branch clients, using analytical skills to provide tailored solutions. The role offers development opportunities through mutual fund representative licensing and expands responsibilities, particularly in 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 their transaction, investment, personal financing, made‑to‑measure insurance and estate planning needs.
- Ensure client satisfaction and engagement.
- Refer clients to specialist colleagues for their specific needs.
- Ensure adherence to compliance and risk management rules.
Qualifications
- Hold a college diploma (DEC) or equivalent.
- Advisory service experience.
- Inclusive attitude and openness to diver...