Professional Financial Consultant
4 weeks ago
Are you looking for a challenging and rewarding career in the financial industry? We are seeking a highly motivated and experienced Banking Advisor to join our team at National Bank.
Job SummaryThis is a full-time, permanent position that offers competitive compensation and a wide range of benefits. As a Banking Advisor, you will work with clients to understand their financial needs and provide personalized advice and solutions to help them achieve their goals.
Key Responsibilities- Listen to clients' needs and resolve complex situations.
- Provide 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 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.
- Hold a college diploma (DEC) or equivalent.
- Hold a mutual fund representative (MFR) licence – If not, obtain this licence within three months of hiring with a full refund once successfully obtained.
- Advisory service experience, inclusive attitude and openness to diversity.
In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family, including:
- Health and wellness program, including many options.
- Flexible group insurance.
- Generous pension plan.
- Employee Share Ownership Plan.
- Employee and Family Assistance Program.
- Preferential banking services.
- Opportunities to get involved in community initiatives.
- Telemedicine service.
- Virtual sleep clinic.
We're 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. We offer a barrier-free workplace that is accessible to all employees.
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