Banking Advisor
Description
This role at National Bank of Canada involves serving as a Banking Advisor, providing personalized financial guidance and solutions to both personal and small business clients. Key responsibilities include understanding client needs, offering advice on transactions, investments, personal financing, insurance, and estate planning, assisting with mortgage processes, and ensuring client satisfaction while adhering to compliance standards. The position offers growth opportunities, including acquiring a mutual fund representative license.
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' 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 specific needs,Ensure adherence to compliance and risk management rules,Obtain a 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
The branch is open one evening a week. Work schedules are flexible and depend 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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.