Banking advisor
Description
The Banking Advisor role at National Bank is dynamic, offering individuals the chance to positively impact clients' and colleagues' lives. This position focuses on providing client-centric experiences within a branch setting, utilizing a friendly approach and strong analytical skills. Advisors help clients with their transaction, investment, personal financing, insurance, and estate planning needs, ensuring satisfaction and adherence to compliance. The role also offers development opportunities, including obtaining a mutual fund representative license to expand responsibilities.
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 for 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.,Obtain Mutual Fund Representative (MFR) license within three months of hire date if not already held.
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
Benefits
Special Commitments
Must be willing to work 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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