Banking Advisor
Description
This role involves assisting personal and small business clients with their financial needs, including transactions, investments, personal financing, insurance, and estate planning. It requires active listening, analytical skills, and client relationship management, with a focus on satisfaction and compliance.
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.,Support clients through the mortgage renewal or renegotiation process.,Ensure client satisfaction and engagement.,Refer clients to specialist colleagues for their specific needs.,Ensure adherence to compliance and risk management rules.,Obtain mutual fund representative (MFR) licence within three months of hiring if not already held.
Ideal Candidate
Hold a college diploma (DEC) or equivalent,Hold a mutual fund representative (MFR) licence (or obtain within three months of hiring),Advisory service experience,Inclusive attitude and openness to diversity
Minimum Education
College diploma (DEC) or equivalent
Hard Skills
Soft Skills
Work Hours
Full-Time, with varied schedules and the branch open one evening a week
Benefits
Special Commitments
Must be willing to work one evening a week,Must obtain mutual fund representative (MFR) licence within three months of hiring if not already held
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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