Banking advisor
Description
As a Banking Advisor at National Bank, you will provide a people-centric experience for branch clients. This involves listening to their needs, offering advice and solutions for personal and small business clients across transactions, investments, financing, insurance, and estate planning. You will also support clients with mortgage renewals and ensure adherence to compliance and risk management rules. 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 clients through the mortgage renewal or renegotiation process.,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, or commit to obtaining it within three months of hiring with a full refund upon successful completion.,Advisory service experience.,Inclusive attitude and openness to diversity.
Minimum Education
College Diploma (DEC) or equivalent
Hard Skills
Soft Skills
Work Hours
One evening a week, varied schedules based on team availability
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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