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Banking Advisor

1 month ago

Terrebonne, Quebec, Canada National Bank Full time
Job Summary

As a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and building strong relationships with our customers. You will be responsible for listening to clients' needs and resolving complex situations, as well as providing advice and solutions for personal and small business clients.

Key Responsibilities
  • Listen to clients' needs and resolve complex situations
  • Provide advice and solutions for personal and small business clients
  • Support clients through the mortgage renewal or renegotiation process
  • Ensure client satisfaction and engagement
  • Refer clients to specialist colleagues for specific needs
  • Ensure adherence to compliance and risk management rules
About the Role

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. You will adopt a friendly approach and use your analytical skills to offer a people-centric experience for branch clients.

Requirements
  • Hold a college diploma (DEC) or equivalent
  • Hold a mutual fund representative (MFR) licence
  • Advisory service experience, inclusive attitude, and openness to diversity
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. These include health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.