Financial Advisor Role in Alma

Step into a rewarding career as a Financial Advisor with National Bank of Canada in Alma, Quebec. This full-time role emphasizes your analytical skills and dedication to client satisfaction for both personal and business finance.
In this mid-senior level position, you will guide clients through their financial journeys, offering personalized solutions for investments, insurance, and estate planning. A vital part of the role includes supporting clients during mortgage processes and maintaining adherence to compliance regulations. The right candidate will be encouraged to earn a mutual fund representative license for enhanced growth.
Key Responsibilities:
• Assess and resolve complex client financial situations
• Provide tailored advice for personal and small business clients
• Assist clients with mortgage renewal processes
• Promote client satisfaction and engagement
• Collaborate with specialists for client needs
Requirements:
• Hold a college diploma (DEC) o...