Banking advisor
Description
This role at National Bank involves advising personal and small business clients on various financial needs, including transactions, investments, personal financing, insurance, and estate planning. The advisor will listen to client needs, resolve complex situations, offer suitable solutions, and ensure client satisfaction while adhering to compliance and risk management rules. There are opportunities for career development, including 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 to meet their 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.
Ideal Candidate
College diploma (DEC) or equivalent,Advisory service experience
Minimum Education
College Diploma
Hard Skills
Soft Skills
Benefits
Special Commitments
The 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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