Banking Advisor
3 weeks ago
Job Summary
As a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and advice to Personal and Small Business clients. Your primary responsibility will be to listen to clients' needs and resolve complex situations, while also offering appropriate solutions for their transaction, investment, personal financing, made-to-measure insurance, and estate planning needs.
Key Responsibilities
- Provide personalized advice and guidance to clients on their financial goals and objectives.
- Develop and maintain strong relationships with clients to ensure their ongoing satisfaction and engagement.
- Collaborate with colleagues to refer clients to specialist colleagues for their specific needs.
- Ensure adherence to compliance and risk management rules.
Requirements
- Hold a college diploma (DEC) or equivalent.
- Hold a mutual fund representative (MFR) licence – If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it.
- Advisory service experience, inclusive attitude, and openness to diversity.
What We Offer
- Competitive compensation package.
- Opportunities for development and career advancement.
- A dynamic work environment with cutting-edge collaboration tools.
- A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan.
About Us
National Bank is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We value partnership, agility, and empowerment, and inclusivity is central to our commitments.
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