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Banking Advisor

2 months ago


La Malbaie, Quebec, Canada Banque Nationale Full time

Job Title: Banking Advisor

Company: Banque Nationale

We are seeking a dynamic and customer-oriented individual to fill the role of Banking Advisor at our financial institution. As a Banking Advisor, you will play a key role in providing exceptional customer service and financial solutions to individuals and small businesses.

Your Role:

  • Provide personalized financial advice and guidance to clients on their transactional, investment, and personal financing needs
  • Develop and maintain strong relationships with clients to understand their financial goals and objectives
  • Collaborate with colleagues to ensure clients receive comprehensive financial solutions
  • Stay up-to-date on industry trends and regulatory requirements to provide expert advice
  • Ensure compliance with company policies and procedures

Your Team:

You will be part of a team of experienced professionals who are passionate about delivering exceptional customer service. Our team is dedicated to helping clients achieve their financial goals and objectives.

Requirements:

  • Hold a College Diploma (DEC) or equivalent
  • Hold a Mutual Fund Representative License (MFR) - Must be obtained within three months of hiring with full reimbursement upon successful completion
  • Experience in a customer-facing role, with a strong focus on relationship-building and customer service

Skills:

Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues

Benefits:

We offer a comprehensive benefits package, including:

  • Competitive compensation and bonuses
  • Comprehensive health and wellness program
  • Flexible group insurance
  • Generous retirement plan
  • Stock purchase plan
  • Employee and family assistance program
  • Preferential banking services

About Us:

We are a leading financial institution dedicated to providing exceptional customer service and financial solutions to individuals and small businesses. We value diversity and inclusion in our workplace and are committed to creating a barrier-free and accessible work environment for all employees.