Description
This role involves adopting a friendly and analytical approach to provide a client-centric experience. You will listen to clients' needs, resolve complex situations, and offer suitable solutions for Personal and Small Business clients covering transactions, investments, personal financing, insurance, and estate planning. Key responsibilities also include supporting mortgage renewals, ensuring client satisfaction, referring clients to specialists, and adhering to compliance rules. The position offers development opportunities, 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 regarding transactions, investments, personal financing, made-to-measure insurance and estate planning needs.,Support clients through the 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.,Hold a college diploma (DEC) or equivalent.,Hold a mutual fund representative (MFR) licence – If not, must obtain this licence within three months of hiring.,Advisory service experience.,Inclusive attitude and openness to diversity.
Ideal Candidate
College diploma (DEC) or equivalent.,Mutual fund representative (MFR) licence (or willingness to obtain within three months of hiring).,Advisory service experience.,Inclusive attitude and openness to diversity.
Minimum Education
College Diploma
Hard Skills
Soft Skills
Work Hours
Variable schedules, includes working one evening a week.
Benefits
Special Commitments
Willingness to work one evening a week.,Must obtain a mutual fund representative (MFR) licence within three months of hiring if not already held.
Also Available At
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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