Banking advisor
Description
This role at National Bank of Canada involves acting as a Banking Advisor, focusing on understanding and addressing the financial needs of personal and small business clients. It requires a friendly demeanor and analytical skills to deliver a client-centric experience, offering solutions across transactions, investments, personal financing, made-to-measure insurance, and estate planning. The position also provides development opportunities, including obtaining a mutual fund representative license to broaden 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 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 their 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
Work Hours
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability.
Benefits
Special Commitments
Must obtain a mutual fund representative (MFR) licence within three months of hiring, if not already held.
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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