Banking advisor
Description
This role at National Bank involves acting as a Banking Advisor, providing a person-centric experience for branch clients. Key responsibilities include listening to clients' needs, offering advice and solutions for personal and small business banking, investment, financing, insurance, and estate planning. Advisors also support clients with mortgage renewals and ensure satisfaction while adhering to compliance rules. The position offers 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 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.
Ideal Candidate
Hold a college diploma (DEC) or equivalent.,Hold a mutual fund representative (MFR) licence (or obtain within three months of hiring with a full refund upon successful completion).,Advisory service experience.,Inclusive attitude and openness to diversity.
Minimum Education
College diploma (DEC) or equivalent
Hard Skills
Soft Skills
Work Hours
Full-Time, specific hours vary depending on team availability
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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