Banking Advisor
Description
A Banking Advisor at National Bank is a diverse role focused on positively impacting clients' and colleagues' lives. This position involves a friendly, people-centric approach using analytical skills to assist branch clients. 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 (transactions, investments, personal financing, made-to-measure insurance, estate planning).,Support clients through 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).,Advisory service experience.,Inclusive attitude and openness to diversity.
Minimum Education
College diploma (DEC) or equivalent
Hard Skills
Soft Skills
Work Hours
Full-Time, variable schedules depending on team availability, including one evening a week.
Benefits
Special Commitments
Must obtain mutual fund representative (MFR) licence within three months of hiring if not already held.,Branch is open one evening a week, requiring flexible scheduling.
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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