Banking advisor
Description
As a Banking Advisor at National Bank, you will engage with clients to understand their needs, resolve complex situations, and provide tailored solutions for personal and small business banking, including transactions, investments, personal financing, insurance, and estate planning. This role emphasizes client satisfaction and engagement, requiring you to refer clients to specialists when necessary and adhere to compliance and risk management rules. There are opportunities for development, 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 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 (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 (DEC) or equivalent
Hard Skills
Soft Skills
Benefits
Special Commitments
Must obtain mutual fund representative (MFR) licence within three months of hiring if not already held.
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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