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National Bank of Canada

Canada / Global

Dynamic Banking Advisor Position

Job Description

Drive client success as a Dynamic Banking Advisor. Apply your analytical abilities to listen and address the financial needs of personal and small business clients effectively.

In this full-time role, you will engage with clients to provide financial solutions tailored to their individual requirements. This mid-senior level position encourages professional development, including obtaining a mutual fund representative licence to enhance your advisory capabilities and service offerings. Collaborating with a specialist team, you will ensure a comprehensive service experience ensuring compliance with risk management policies.

Key Responsibilities: • Engage with clients to identify needs and offer solutions • Advise on personal investments and financing options • Maintain high levels of client satisfaction • Refer clients to specialists for their specific needs • Adhere to regulatory compliance and risk protocols

Requirements: • Required college diploma (DEC) or equivalent • Must obtain mutual fund representative licence within three months • Experience in advisory roles preferred • Commitment to inclusion and diversity • Strong communication and analytical skills

By utilizing your expertise, enrich the lives of clients and support their financial ambitions effectively. #J-18808-Ljbffr
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