Banking Advisor
3 weeks ago
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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