Banking Advisor
Description
This is a diverse role that allows you to fulfill your ambitions and positively impact the lives of clients and colleagues. You will adopt a friendly approach and utilize analytical skills to provide a client-centric experience. The role offers development opportunities, including obtaining a mutual fund representative license to expand responsibilities into mutual fund transactions.
What We're Looking For
Listen to clients' needs and resolve complex situations.,Provide advice and offer appropriate solutions for Personal and Small Business clients regarding transactions, investments, 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 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 obtain it within three months of hiring (with full refund upon successful completion).,Advisory service experience.,Inclusive attitude and openness to diversity.
Minimum Education
College Diploma
Hard Skills
Soft Skills
Work Hours
Full-time, varied schedules, includes one evening per week
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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.