Banking advisor
Description
This role as a Banking Advisor at National Bank is dynamic, offering growth opportunities and a chance to positively impact clients and colleagues. The advisor will adopt a friendly, analytical approach to deliver a client-centric experience, resolving complex situations and providing tailored advice on transactions, investments, financing, insurance, and estate planning for Personal and Small Business clients. The role involves ensuring client satisfaction, referring clients to specialists, and adhering to compliance and risk management rules. Advisors can also expand their responsibilities by obtaining a mutual fund representative license.
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).,Ensure client satisfaction and engagement.,Refer clients to specialist colleagues for specific needs.,Ensure adherence to compliance and risk management rules.,Hold a college diploma (DEC) or equivalent.,Advisory service experience.,Inclusive attitude and openness to diversity.,If not already held, obtain a mutual fund representative licence to perform mutual fund transactions.
Ideal Candidate
Hold a college diploma (DEC) or equivalent.,Advisory service experience.,Inclusive attitude and openness to diversity.
Minimum Education
College diploma (DEC) or equivalent
Hard Skills
Soft Skills
Benefits
Special Commitments
Must be willing to work one evening a week. Must be able to serve clients in both English and French regularly.
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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