Banking advisor
Description
The Banking Advisor role at National Bank involves providing a client-centric experience to Personal and Small Business clients. Responsibilities include actively listening to client needs, resolving complex situations, and offering appropriate financial solutions for transactions, investments, personal financing, insurance, and estate planning. The advisor is also responsible for ensuring client satisfaction, referring clients to specialists when needed, and adhering to compliance and risk management rules. The position offers growth opportunities, such as obtaining a mutual fund representative license to expand responsibilities.
What We're Looking For
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Ideal Candidate
Hold a college diploma (DEC) or equivalent.
Minimum Education
College diploma (DEC) or equivalent
Hard Skills
Soft Skills
Work Hours
Full-Time; schedules vary based on team availability, including one evening a week and Saturdays on rotation.
Benefits
Special Commitments
Must be willing to work one evening a week and Saturdays on rotation.
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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