Banking advisor
Description
This role at National Bank is for a Banking Advisor who will have a positive impact on clients' and colleagues' lives. The advisor will adopt a friendly, analytical approach to offer a client-centric experience. Key responsibilities include listening to client needs, resolving complex situations, providing advice and appropriate solutions for Personal and Small Business clients regarding transactions, investments, personal financing, insurance, and estate planning. The advisor will ensure client satisfaction, refer clients to specialists, and adhere to compliance and risk management rules. 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,Advisory service experience,Inclusive attitude and openness to diversity
Minimum Education
College Diploma
Hard Skills
Soft Skills
Benefits
Special Commitments
Branch is open one evening a week,Ability to obtain mutual fund representative licence
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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