Join National Bank as an Expert Banking Advisor, guiding clients through their financial journeys with tailored advice and robust support. This role specializes in enhancing client satisfaction.
You will serve Personal and Small Business clients by addressing their complex financial needs, including mortgages and insurance solutions. As a key team member, you will collaborate with experts across various banking areas while investing in your colleagues' development through knowledge sharing and mentorship.
Key Responsibilities:
• Analyze and resolve clients' financial complexities
• Provide comprehensive investment and financing advice
• Manage mortgage renewals and support negotiations
• Develop teammates by sharing expertise and guidance
• Ensure compliance with regulations and risk management strategies
Requirements:
• A college diploma (DEC) or similar qualification
• A mutual fund representative (MFR) license required
• Relevant advisory experience ...