Banking Advisor
Description
As a Banking Advisor at National Bank, you will engage with clients, using your analytical skills and friendly approach to provide a people-centric experience. This role involves resolving complex situations, offering advice and solutions for personal and small business clients' transaction, investment, financing, insurance, and estate planning needs, while ensuring client satisfaction and adherence to compliance 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 clients to specialist colleagues for 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 (DEC) or equivalent
Hard Skills
Soft Skills
Work Hours
Full-Time, branch open one evening a week; schedules vary based on team availability.
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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