Banking advisor
Description
This role as a Banking Advisor at National Bank is a dynamic position focused on providing a client-centric experience. You will use analytical skills and a friendly approach to assist clients with their banking needs. The role offers development opportunities, including obtaining a mutual fund representative license to expand responsibilities, particularly in mutual fund transactions.
What We're Looking For
Listen to clients' needs and resolve complex situations.,Give advice and offer appropriate solutions for Personal and Small Business clients covering transactions, investments, personal financing, made-to-measure insurance, and estate planning.,Ensure client satisfaction and engagement.,Refer clients to specialist colleagues for specific needs.,Ensure adherence to compliance and risk management rules.
Ideal Candidate
Hold a college diploma (DEC) or equivalent.,Hold a mutual fund representative (MFR) licence (or obtain within three months of hiring with full refund upon successful completion).,Advisory service experience.,Inclusive attitude and openness to diversity.
Minimum Education
College diploma (DEC) or equivalent
Hard Skills
Soft Skills
Benefits
Special Commitments
The branch is open one evening a week.,Requires obtaining a mutual fund representative (MFR) licence within three months of hiring if not already held.
About the Company
National Bank of Canada
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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