Personal Banking Advisor Role
National Bank of Canada
Elevate client relationships as a Personal Banking Advisor. Provide tailored solutions for personal and small business clients in a supportive, inclusive environment. This role focuses on advising clients through their transaction and investment needs, including mortgage renewal processes. You will work collaboratively with a dedicated team, ensuring compliance and risk management protocols are strictly followed while sharing insights and knowledge for mutual growth. Key Responsibilities:
• Advise clients on personal finance and investment solutions
• Support mortgage renewal and renegotiation processes
• Ensure compliance with risk management rules
• Collaborate with experts in various financial areas
• Share knowledge and assist team members Requirements:
• Experience in advisory services
• Openness to diversity and inclusivity
• Proficiency in English
• Knowledge in finance, investments, and mortgage lending
• Background in retirement planning is an asset Make a difference in clients' financial journeys by providing dedicated banking and advisory services.
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Vacancy posted 3 hours ago
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