Distinguished Financial Advisor Role
2 weeks ago
As a Banking Advisor at National Bank, you will have the opportunity to live your ambitions and make a positive impact on your own life as well as the lives of your clients and colleagues. This role offers a varied experience that allows you to adopt a friendly approach and utilize your analytical skills to provide a people-centric experience for branch clients.
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
You will work with a team of experts specializing in investment, mortgage financing, and other areas. Our team values passionate people and bold ideas, working together to ensure our clients reach their goals and colleagues do what they love.
About You- A college diploma (DEC) or equivalent is required
- A mutual fund representative (MFR) licence is also required; if not already held, you must obtain this licence within three months of hiring
- Advisory service experience, an inclusive attitude, and openness to diversity are essential
- Proficiency in French is necessary, with additional languages being an asset
We offer a competitive salary range of $55,200 - $66,900 per year. In addition to competitive compensation, upon hiring, you'll be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family, including health and wellness programs, group insurance, a generous pension plan, and employee share ownership plans.
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