Banking advisor
Description
A varied role allowing you to have a positive impact on clients' and colleagues' lives. You'll use a friendly and analytical approach to provide a people-centric experience, offering advice and solutions for personal and small business clients across transactions, investments, financing, insurance, and estate planning. This includes supporting mortgage renewals and ensuring compliance with risk management rules.
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.,Support your clients through the mortgage renewal or renegotiation process.,Ensure client satisfaction and engagement.,Refer your clients to your specialist colleagues for their 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 – If not, must obtain this licence within three months of hiring with a full refund once successfully obtained.,Advisory service experience, inclusive attitude and openness to diversity
Minimum Education
College diploma (DEC) or equivalent
Hard Skills
Soft Skills
Benefits
Special Commitments
Branch is open one evening a week,Work schedules will vary depending on team availability
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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.