Banking advisor
Description
A Banking Advisor at National Bank provides client-centric financial advice to personal and small business clients, addressing their transaction, investment, financing, insurance, and estate planning needs. The role involves resolving complex situations, ensuring client satisfaction, and adhering to compliance rules, with opportunities for professional growth through mutual fund licensing.
What We're Looking For
Listen to clients' needs and resolve complex situations.,Advise and offer solutions for personal and small business clients' transaction, investment, personal financing, insurance, and estate planning needs.,Support clients through mortgage renewal/renegotiation.,Ensure client satisfaction and engagement.,Refer clients to specialists.,Ensure adherence to compliance and risk management rules.
Ideal Candidate
Hold a college diploma (DEC) or equivalent.,Hold a mutual fund representative (MFR) licence (or obtain within three months of hiring with full refund upon successful obtainment).,Advisory service experience.,Inclusive attitude and openness to diversity.
Minimum Education
College diploma (DEC) or equivalent
Hard Skills
Soft Skills
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.
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