Bank Advisor (On-site)
$66,900
As a bank advisor within the Surrey Strawberry Hills Banking Services team at National Bank, you will act as a trusted financial partner supporting clients with evolving investment and deposit needs. This position allows you to positively impact our organization through your expertise in portfolio management, client relationship development, and financial solutions.
Your Responsibilities
- Build, develop, and maintain profitable and sustainable relationships by understanding the unique financial goals of clients.
- Identify and anticipate client needs to uncover opportunities for financial success.
- Analyze market trends and economic changes to advise clients on borrowing and investment decisions.
- Develop personalized strategies and effectively manage loan portfolios for key clients.
- Share financial product knowledge with clients and colleagues, actively participating in team collaboration.
Your Team
You will work with a team of peers in an agile, proactive, and collaborative manner to seize opportunities, stay at the forefront of technology, and continually improve processes. In the retail services sector, you are part of a large team and report to the branch manager. Our team is committed to providing personalized financial solutions with empathy and integrity, offering maximum flexibility to promote your quality of life.
The bank values continuous development and internal mobility. Our personalized training programs, based on action learning, help you master your craft and develop new areas of expertise.
Join our dynamic team as a Bank Advisor and make a positive impact by providing personalized financial solutions to our clients! You'll enjoy a competitive salary with flexible benefits, including health wellness programs, retirement plans, and more. Work in an inclusive and agile environment that prioritizes employee well-being and professional growth with continuous training opportunities. Elevate your career at the National Bank by developing impactful client relationships and expanding your portfolio management skills. ?
Job offer are open to all, without discrimination and in gender equality.
Throughout the website, gender-specific terms may be used in order to ease the text flow.
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