Banking advisor
Description
A Banking Advisor at National Bank is a diverse role focused on positively impacting clients' lives by providing a people-centric experience. Responsibilities include advising Personal and Small Business clients on various financial needs, supporting mortgage processes, ensuring client satisfaction, and adhering to compliance. The role offers development opportunities, including obtaining a mutual fund representative license.
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 your clients through the mortgage renewal or renegotiation process.,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.,Hold or obtain a mutual fund representative (MFR) licence – If not yet held you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it.,Advisory service experience.,Inclusive attitude and openness to diversity.
Minimum Education
College Diploma or equivalent
Hard Skills
Soft Skills
Work Hours
Full-time hours
Benefits
Special Commitments
The branch is 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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