Banking Advisor

4 weeks ago


Mirabel, Canada National Bank Full time

Job Summary

A dynamic role as a Banking Advisor at National Bank offers a unique opportunity to make a positive impact on clients' lives while advancing your career. As a key member of our team, you will adopt a friendly approach to provide a people-centric experience for branch clients.

This position involves listening to clients' needs, resolving complex situations, and offering advice and solutions to meet their transaction, investment, personal financing, and estate planning needs. You will also support clients through the mortgage renewal or renegotiation process and ensure client satisfaction and engagement.

Key Responsibilities

  • Provide personalized advice and solutions to clients
  • Support clients through the mortgage renewal or renegotiation process
  • Ensure client satisfaction and engagement
  • Refer clients to specialist colleagues for specific needs
  • Adhere to compliance and risk management rules

Requirements

  • College diploma (DEC) or equivalent
  • Mutual fund representative (MFR) licence
  • Advisory service experience, inclusive attitude, and openness to diversity

What We Offer

  • Competitive compensation
  • Flexible benefits to promote wellbeing and family wellbeing
  • 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 people's lives. We value partnership, agility, and empowerment and strive to create an inclusive and barrier-free workplace.


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