Banking Advisor

1 month ago


Sainte Catherine de la Jacques Cartier, Quebec, Canada National Bank Full time
About the Role

A career as a Banking Advisor at National Bank offers a unique opportunity to make a positive impact on the lives of clients and colleagues alike. As a key member of our team, you will adopt a friendly approach and utilize your analytical skills to provide a people-centric experience for branch clients.

This role provides opportunities for development and growth, including the option to obtain a mutual fund representative license. By doing so, you will be able to expand your responsibilities and progress in your role, particularly in performing mutual fund transactions.

Your Key Responsibilities:

  • Listen to clients' needs and resolve complex situations.
  • Provide 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 clients through the mortgage renewal or renegotiation process.
  • Ensure client satisfaction and engagement.
  • Refer clients to specialist colleagues for their specific needs.
  • Ensure adherence to compliance and risk management rules.

Your Team

You will work with a 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

  • A dynamic work environment and cutting-edge collaboration tools.
  • A wide range of flexible benefits to promote your wellbeing and that of your family.
  • Opportunities for development and growth, including training programs and access to colleagues with a wide range of expertise.

Basic Requirements

  • Hold a college diploma (DEC) or equivalent.
  • Advisory service experience, inclusive attitude, and openness to diversity.

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