Banking advisor
Description
The Banking Advisor role at National Bank is a diverse position focused on providing a client-centric experience. Advisors listen to client needs, resolve complex situations, and offer suitable solutions for personal and small business clients across transactions, investments, personal financing, insurance, and estate planning. The role also involves ensuring client satisfaction, referring clients to specialists, and adhering to compliance and risk management rules. There are opportunities for development, 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 to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs.,Ensure client satisfaction and engagement.,Refer your clients to your specialist colleagues for their 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
Hard Skills
Soft Skills
Benefits
Special Commitments
Branch is open one evening a week,Willingness to obtain mutual fund representative licence 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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