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Banking Advisor

2 months ago

montréal verdun, Canada National Bank Full time
About the Role

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 objectives.

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.
About Our Team

Our team is passionate about delivering exceptional service to our clients and colleagues. We value diversity, inclusivity, and teamwork, and we are committed to creating a positive and supportive work environment.

What We Offer
  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Access to cutting-edge technology and tools.
  • A comprehensive training program to help you succeed in your role.
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.