Banking advisor
Description
The Banking Advisor role at National Bank involves providing a client-centric experience. Responsibilities include actively listening to client needs, resolving complex financial situations, and offering suitable solutions for personal and small business clients across transactions, investments, personal financing, insurance, and estate planning. The advisor is also expected to ensure client satisfaction and engagement, refer clients to specialized colleagues when necessary, and adhere to compliance and risk management regulations. The role offers development opportunities, including obtaining a mutual fund representative licence if not already held, to expand responsibilities, particularly in 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 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 their specific needs,Ensure adherence to compliance and risk management rules,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,Advisory service experience,Inclusive attitude and openness to diversity
Ideal Candidate
Hold a college diploma (DEC) or equivalent,Hold a mutual fund representative (MFR) licence (must be obtained within three months of hiring if not already held)
Minimum Education
College Diploma (DEC) or equivalent
Hard Skills
Soft Skills
Work Hours
Varies depending on team availability, branch open one evening a week
Benefits
Special Commitments
Must obtain a mutual fund representative (MFR) licence within three months of hiring if not already held; requires working 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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