Banking Advisor

1 month ago


Québec, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
  • Provide expert advice on personal and small business banking products and services, including transaction, investment, and insurance solutions.
  • Support clients through the mortgage renewal or renegotiation process, ensuring a seamless experience.
  • Ensure client satisfaction and engagement through proactive communication and issue resolution.
  • Collaborate with colleagues to provide comprehensive solutions for clients, referring them to specialists as needed.
  • Adhere to compliance and risk management rules, ensuring a secure and trustworthy environment for clients.
About Our Team

Our team is passionate about delivering exceptional service and creating a positive impact on our clients' lives. We value diversity, inclusivity, and teamwork, and we're committed to fostering a barrier-free workplace.

What We Offer
  • A competitive compensation package, including a comprehensive benefits program.
  • Opportunities for professional growth and development, including training and mentorship.
  • A dynamic and supportive work environment, with a focus on collaboration and teamwork.
  • A commitment to diversity, equity, and inclusion, with a goal of creating a workplace that reflects the communities we serve.
Requirements
  • A college diploma (DEC) or equivalent.
  • A mutual fund representative (MFR) licence, with the ability to obtain it within three months of hiring.
  • Advisory service experience, an inclusive attitude, and a commitment to diversity and equity.

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