Banking Advisor
Description
The Banking Advisor role at National Bank of Canada involves advising Personal and Small Business clients on their financial needs, including transactions, investments, personal financing, insurance, and estate planning. It requires a client-centric approach, strong analytical skills, and ensuring client satisfaction and engagement. The role also includes referring clients to specialists and adhering to compliance and risk management rules. There are opportunities for professional 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 your clients to your specialist colleagues for their specific needs.,Ensure adherence to compliance and risk management rules.
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
Branch is open 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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