Banking advisor
Description
The Banking Advisor role at National Bank offers a dynamic opportunity to positively impact clients' and colleagues' lives. Advisors use a friendly, analytical approach to provide a people-centric experience, offering advice and solutions for personal and small business clients across various financial needs, including transactions, investments, personal financing, insurance, and estate planning. The position encourages development, with opportunities to expand responsibilities, such as performing mutual fund transactions upon obtaining the relevant license, and emphasizes adherence to compliance and risk management rules.
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.,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,Advisory service experience,Inclusive attitude and openness to diversity
Minimum Education
College diploma (DEC) or equivalent
Hard Skills
Soft Skills
Work Hours
Varying schedules, branch open one evening a week
Benefits
Special Commitments
Branch open one evening a week
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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