Banking Advisor
4 weeks ago
We are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals, and building strong relationships with our community.
Key Responsibilities- Provide personalized financial advice and guidance to clients, helping them make informed decisions about their financial futures.
- Build and maintain strong relationships with clients, understanding their needs and preferences, and delivering tailored solutions to meet their goals.
- Stay up-to-date with industry trends, products, and services, and communicate this knowledge to clients in a clear and concise manner.
- Work collaboratively with colleagues to achieve team goals and objectives, and contribute to a positive and inclusive team culture.
- Meet or exceed sales and revenue targets, while maintaining a high level of customer satisfaction.
- 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.
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, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.
Why Join UsWe are 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 want to offer an accessible, barrier-free workplace to all employees, and we welcome all candidates who share our values and are passionate about delivering exceptional service to our clients.
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