Banking advisor
Description
The Banking Advisor position at National Bank is a diverse role focused on achieving personal and professional ambitions while positively impacting clients and colleagues. It requires a client-centric approach, utilizing friendly and analytical skills to provide excellent service. The role offers development opportunities, including obtaining a mutual fund representative license to expand responsibilities, particularly in mutual fund transactions.
What We're Looking For
Listen to clients' needs and resolve complex situations.,Provide advice and offer suitable solutions for Personal and Small Business clients across various needs (transactions, investments, personal financing, customized insurance, estate planning).,Ensure high client satisfaction and engagement.,Refer clients to specialized colleagues for specific requirements.,Ensure strict adherence to compliance and risk management rules.
Ideal Candidate
Hold a college diploma (DEC) or equivalent.,Hold a mutual fund representative (MFR) licence, or be able to obtain it within three months of hiring with a full refund upon successful completion.,Possess advisory service experience, an inclusive attitude, and openness to diversity.
Minimum Education
College diploma (DEC) or equivalent
Hard Skills
Soft Skills
Work Hours
Varies based on team availability, includes one evening per week.
Benefits
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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