Senior Banking Advisor
Description
The Senior Banking Advisor at National Bank is a dynamic role focused on providing expert banking advice and solutions to personal and small business clients. This position involves managing complex client situations, supporting mortgage processes, and acting as a resource for colleagues to ensure client satisfaction and adherence to compliance standards.
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, and serve as a point of reference.
Ensure adherence to compliance and and risk management rules.
Ideal Candidate
Hold a college diploma (DEC) or equivalent
Hold a mutual fund representative (MFR) licence
Advisory service experience
Inclusive attitude and openness to diversity
Comfortable sharing knowledge and interest in helping colleagues develop their skills
Minimum Education
College Diploma
Hard Skills
Soft Skills
Work Hours
Requires working one evening a week and Saturdays on rotation.
Benefits
Special Commitments
Requires working one evening a week and Saturdays on rotation.
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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