Banking Advisor

3 weeks ago

MontTremblant, Canada National Bank Full time

Job Title: Banking Advisor

Job Summary:

As a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and financial solutions to our customers. This is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.

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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