Banking Advisor

3 weeks ago


Québec, Quebec, Canada National Bank Full time

Job Summary

We are seeking a highly skilled Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and financial guidance to our clients.

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.

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
  • A wide range of flexible benefits to help promote your wellbeing and that of your family
  • Opportunities for development and career advancement

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. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.


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