Banking Advisor
Description
This role involves acting as a Banking Advisor at National Bank, offering a diverse set of responsibilities to positively impact clients and colleagues. Advisors are expected to use a friendly and analytical approach to provide a client-centric experience. The position also offers development opportunities, including obtaining a mutual fund representative licence to expand responsibilities, such as performing 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 regarding transactions, investments, personal financing, made-to-measure insurance, and estate planning.,Support clients through the mortgage renewal or renegotiation process.,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 it within three months of hiring with a full refund upon successful completion.,Advisory service experience.,Inclusive attitude and openness to diversity.
Minimum Education
College Diploma
Hard Skills
Soft Skills
Benefits
Special Commitments
The branch is open one evening a week.
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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