Banking Advisor
Description
This role at National Bank of Canada involves advising personal and small business clients on various financial needs, including transactions, investments, personal financing, insurance, and estate planning. It focuses on client satisfaction and engagement, with opportunities for professional development, such as obtaining a mutual fund representative license.
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
Work Hours
Full-time, varied schedules, including one evening per week
Benefits
Special Commitments
Must be willing to obtain mutual fund representative licence if not already held; Branch 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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