Senior banking advisor
Description
As a Senior Banking Advisor at National Bank, you will leverage your banking expertise to provide a client-centric experience. Your role involves understanding and resolving complex client situations, offering advice on various banking solutions including investments, financing, mortgages, and estate planning. You will also support your colleagues' development and ensure adherence to compliance and risk management rules, contributing to client satisfaction and engagement. This position offers opportunities for career advancement within the bank.
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 to meet their transaction, investment, personal financing, mortgage renewal, made-to-measure insurance and complex estate planning needs.,Support your clients through the mortgage renewal or renegotiation process.,Participate in the development of your branch colleagues.,Ensure client satisfaction and engagement, and serve 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, inclusive attitude and openness to diversity.,Comfortable sharing knowledge and interest in helping colleagues develop their skills.
Minimum Education
College diploma (DEC) or equivalent
Hard Skills
Soft Skills
Work Hours
The branch is open one evening a week. Work schedules are possible and will vary depending on team availability.
Benefits
Special Commitments
Must be willing to work one evening a week; work schedules may vary.
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.