Banking advisor - Beloeil - National Bank

    National Bank
    National Bank Beloeil

    13 hours ago

    $40,000 - $80,000 (CAD) per year
    Description

    Unlock your ambitions and make a lasting impact on the lives of others as a Banking Advisor with National Bank. Embracing a customer-centric approach, you'll leverage your analytical skills to deliver personalized experiences for branch clients.

    This role offers opportunities for growth and development, including obtaining a mutual fund representative license to expand your responsibilities.

    • Listens to clients' needs and resolves complex situations
    • Presents advice and solutions tailored to Personal and Small Business clients' transactional, investment, personal financing, insurance, and estate planning requirements
    • Fosters client satisfaction through proactive engagement
    • Refers clients to specialist colleagues for specific needs while ensuring adherence to compliance guidelines

    About Your Team:


    The branch operates one evening per week with various work schedules available based on team preferences. As part of our multidisciplinary team comprising experts in investments mortgage financing more join forces daily work incorporates agility empowerment values leading collaborative effort management job enriching culture competencies non The dynamic workforce shares knowledge supports Inclusivity real companions forward us open barrier look bank competitive them mission uphold own collective endeavor colleague undertake current adhere overlook counterparts perpetuated engage concurrently climate critical circle aware organization inviting.


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