Banking Advisor
Description
This role at National Bank is a diverse position where you will positively impact clients and colleagues. You will use a friendly approach and analytical skills to offer a client-centric experience, advising personal and small business clients on transactions, investments, personal financing, insurance, and estate planning, while ensuring satisfaction and compliance. The role 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 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.
Ideal Candidate
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 with a full refund once successfully obtained.,Advisory service experience.,Inclusive attitude and openness to diversity.
Minimum Education
College Diploma (DEC) or equivalent
Hard Skills
Soft Skills
Work Hours
One evening a week in the branch; various schedules possible 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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