Banking advisor
Description
The Banking Advisor role at National Bank is a dynamic position focused on providing a client-centric experience. Advisors will use analytical and interpersonal skills to understand client needs, offer appropriate solutions for personal and small business clients across various financial products (transactions, investments, financing, insurance, estate planning), and ensure client satisfaction. The role involves referring clients to specialists when needed and adhering to compliance and risk management rules. Opportunities for development include obtaining a mutual fund representative license to expand responsibilities.
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 to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs.,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,Advisory service experience,Inclusive attitude and openness to diversity
Minimum Education
College Diploma
Hard Skills
Soft Skills
Benefits
Special Commitments
Branch is open one evening a week; Work schedules vary based on team availability; Must be willing to obtain mutual fund representative license 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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