Banking Advisor

4 weeks ago

Châteauguay, Quebec, Canada National Bank Full time
Job Title: Banking Advisor

As a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and building strong relationships with our customers. This is a varied role that offers opportunities for development and growth, and allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.

Your Responsibilities:
  • Listen to clients' needs and resolve complex situations.
  • Provide advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, 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 their specific needs.
  • Ensure adherence to compliance and risk management rules.
Your Team:

You will work with a team of experts specializing in investment, mortgage financing, and other areas. Our team values passionate people and bold ideas, and we work together to ensure our clients reach their goals and colleagues do what they love.

What We Offer:
  • A competitive compensation package.
  • A wide range of flexible benefits to help promote your wellbeing and that of your family.
  • Opportunities for development and growth.
  • A dynamic work environment and cutting-edge collaboration tools.
  • A positive employee experience.
Requirements:
  • A college diploma (DEC) or equivalent.
  • A mutual fund representative (MFR) licence.
  • Advisory service experience, inclusive attitude and openness to diversity.
Language:

English, French.

Skills:

Accountability, Brand Ambassadorship, Business Development, Client Education, Client Engagement, Client-focused Communication, Customer Relationship Management, Digital literacy, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Funding, Humility.

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