Banking Advisor
Description
The Banking Advisor role at National Bank is a diverse position focused on client interaction and financial advice. Advisors are expected to provide a client-centric experience, utilizing analytical skills to address complex situations for personal and small business clients. The role includes opportunities for professional growth, such as obtaining a mutual fund representative license to expand responsibilities into mutual fund transactions.
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,Advisory service experience,Inclusive attitude and openness to diversity
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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.