Banking advisor (Brampton)

A career as a Banking Advisor at National Bank offers a varied role that allows you to live your ambitions and positively impact clients and colleagues.

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.
• Support clients through the mortgage renewal or renegotiation process.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for their specific needs.
• Ensure adherence to compliance and risk management rules.

Qualifications & Prerequisites

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence, or obtain it within three months of hiring (full refund upon successful attainment).
• Advisory serv...