Banking Advisor
Description
A Banking Advisor at National Bank is a pivotal role focused on delivering exceptional client service by understanding their needs and offering tailored solutions. This position involves advising both Personal and Small Business clients on various financial aspects including transactions, investments, personal financing, insurance, and estate planning. The role requires strong analytical skills and a friendly approach to ensure client satisfaction and engagement. Advisors are also responsible for adhering to compliance rules and referring clients to specialists when necessary. Opportunities for professional growth are available, including obtaining a mutual fund representative licence 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.,Hold a mutual fund representative (MFR) licence; if not, you must obtain this licence 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 (DEC) or equivalent
Hard Skills
Soft Skills
Benefits
Special Commitments
Must obtain a mutual fund representative (MFR) licence within three months of hiring if not already held.,Branch is open one evening a week, requiring varying work schedules based 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.
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