Banking advisor
Description
This role involves advising Personal and Small Business clients, listening to their needs, resolving complex situations, and offering appropriate solutions for transactions, investments, personal financing, insurance, and estate planning. The advisor will also support clients through mortgage processes, ensure satisfaction, refer to specialists, and adhere to compliance rules. Opportunities for development, including obtaining a mutual fund representative license, are available.
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.
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.
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 a full refund once successfully obtained.
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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