Banking Advisor
2 weeks ago
About the Role
We are seeking a skilled Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking solutions.
Key Responsibilities
- Listen to clients' needs and resolve complex situations.
- Give 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 your clients through the mortgage renewal or renegotiation process.
- Ensure client satisfaction and engagement.
- Refer your clients to your specialist colleagues for their specific needs.
- Ensure adherence to compliance and risk management rules.
About the Team
You will be part of a dynamic 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
In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.
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
Languages: French
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