Banking advisor
Description
The Banking Advisor role at National Bank is a dynamic position focused on providing a client-centric experience. Advisors engage with personal and small business clients to understand their financial needs and offer appropriate solutions across transactions, investments, personal financing, insurance, and estate planning. The role also involves supporting clients with mortgage renewals and ensuring compliance with risk management rules. There are opportunities for professional growth, including obtaining a mutual fund representative license 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 (transaction, investment, personal financing, made-to-measure insurance and estate planning needs),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 within three months of hiring with full refund upon successful completion),Advisory service experience,Inclusive attitude and openness to diversity
Minimum Education
College Diploma
Hard Skills
Soft Skills
Work Hours
Full-Time (branch open one evening a week, schedules vary by team availability)
Benefits
Special Commitments
Must be willing to work evenings (one evening a week); work schedules vary 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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