Professional Financial Consultant
1 week ago
A career at National Bank as a Banking Advisor offers a dynamic and engaging role where you can make a positive impact on your own life and the lives of your clients and colleagues.
This position provides opportunities for growth and development. By obtaining your mutual fund representative licence, if you don't already have it, you'll be able to expand your responsibilities, particularly by performing mutual fund transactions.
Primary job duties include:
- Listening to clients' needs and resolving complex situations.
- Providing advice and solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance, and estate planning needs.
- Supporting clients through the mortgage renewal or renegotiation process.
- Ensuring client satisfaction and engagement.
- Referencing clients to specialist colleagues for specific needs.
- Maintaining compliance and risk management rules.
You will report directly to the Branch Manager and work alongside a team of experts specializing in investment, mortgage financing, and other areas.
In our collaborative and supportive work environment, you can grow and develop your skills. Our training programs focus on on-the-job learning to help you master your role, and you'll have access to personalized training content and colleagues with diverse expertise and backgrounds.
To be successful in this role, you will need:
- A college diploma (DEC) or equivalent
- 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, an inclusive attitude, and openness to diversity
You will also have access to a comprehensive range of benefits, including competitive compensation, health and wellness programs, flexible group insurance, and more.
National Bank strives to create a barrier-free workplace that is accessible to all employees and encourages open communication throughout our recruitment process.
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