Banking Advisor
Description
This role at National Bank involves advising personal and small business clients, addressing their transaction, investment, financing, insurance, and estate planning needs. It requires a friendly approach and analytical skills to provide a client-centric experience. There are opportunities for career 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 (transaction, investment, personal financing, made-to-measure insurance and estate planning),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
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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