Senior Banking Professional
4 days ago
About the Role
We are seeking a skilled and experienced Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional client service and support, working closely with clients to understand their financial needs and goals.
Responsibilities
- Liaise with clients to understand their financial objectives and provide tailored solutions to meet their needs.
- Analyze complex financial situations and offer expert advice to clients on investment, personal financing, and estate planning.
- Serve as a trusted advisor to clients, providing ongoing support and guidance throughout the mortgage renewal or renegotiation process.
- Collaborate with colleagues to ensure seamless delivery of services to clients.
- Maintain knowledge of industry trends and developments to stay ahead of the curve and provide cutting-edge solutions to clients.
Requirements
- A college diploma (DEC) or equivalent.
- A mutual fund representative (MFR) licence – If not, you must obtain this licence within three months of hiring.
- Advisory service experience, inclusive attitude, and openness to diversity.
- Languages: English, French.
What We Offer
As a Banking Advisor at National Bank, you can expect:
- A competitive salary range of $52,200 - $66,900 per year, based on your experience and qualifications.
- Ongoing training and development opportunities to enhance your skills and knowledge.
- A dynamic work environment that fosters collaboration, innovation, and growth.
- A comprehensive benefits package, including health and wellness programs, flexible insurance options, and pension plan.
- The opportunity to work with a talented team of professionals who share your passion for delivering exceptional client service.
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