Professional Banking Advisor

4 weeks ago


MontTremblant, Canada National Bank Full time

About the Role

We are seeking a skilled Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking solutions.

Key Responsibilities

  • Listen to clients' needs and resolve complex situations.
  • Provide advice and offer appropriate solutions for clients to meet their transaction, investment, personal financing, 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.

About the 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

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.

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.

Skills

We are looking for individuals with strong communication and interpersonal skills, as well as the ability to work in a team environment. You should also have a strong understanding of financial services and products, as well as the ability to analyze complex financial situations.


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