Banking Advisor
Description
As a Banking Advisor at National Bank, you will engage with clients, offering advice and solutions for their personal and small business needs, including transactions, investments, personal financing, insurance, and estate planning. This role emphasizes client satisfaction and engagement, requiring you to resolve complex situations and refer clients to specialists when necessary. The position offers opportunities for professional growth, including obtaining a mutual fund representative license to expand responsibilities. You will work within a supportive team environment that values knowledge sharing and internal mobility.
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.,Obtain mutual fund representative licence if not already held.
Ideal Candidate
Hold a college diploma (DEC) or equivalent,Advisory service experience
Minimum Education
College Diploma (DEC) or equivalent
Hard Skills
Soft Skills
Benefits
Special Commitments
Branch is open one evening a week (work schedules vary by team availability),Requires obtaining mutual fund representative licence 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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