Banking Advisor
Description
The Banking Advisor role at National Bank is a dynamic position offering personal and professional growth. Advisors will build client relationships, provide tailored financial advice, and resolve complex situations for Personal and Small Business clients, covering transactions, investments, financing, insurance, and estate planning. The role also involves opportunities to expand responsibilities by obtaining 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).,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 full refund upon successful completion).,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 variable and depend on team availability.
Benefits
Special Commitments
Must obtain a mutual fund representative (MFR) licence within three months of hiring if not already held.,Branch is open one evening a week, requiring variable work schedules.
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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