Senior Banking Advisor
Description
As a Senior Banking Advisor at National Bank, you will provide a client-centric experience to branch clients and act as a resource for colleagues. The role involves living your ambitions and positively impacting clients' and colleagues' lives through banking expertise.
What We're Looking For
Listen to clients' needs and resolve highly complex situations.
Give advice and offer appropriate solutions for Personal and Small Business clients for transaction, investment, personal financing, mortgage renewal, made-to-measure insurance, and complex estate planning needs.
Support clients through the mortgage renewal or renegotiation process.
Participate in the development of branch colleagues.
Ensure client satisfaction and engagement, serving as a point of reference.
Ensure adherence to compliance and risk management rules.
Ideal Candidate
Hold a college diploma (DEC) or equivalent.
Hold a mutual fund representative (MFR) licence.
Advisory service experience.
Minimum Education
College Diploma (DEC) or equivalent
Hard Skills
Soft Skills
Work Hours
Not Specified (The branch is open one evening a week, work schedules vary depending 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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