Banking Advisor
2 weeks ago
At National Bank, we're seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you'll play a vital role in providing exceptional client service and building strong relationships with our customers.
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 the Role:
As a Banking Advisor, you'll work closely with a team of experts specializing in investment, mortgage financing, and other areas. You'll have the opportunity to develop your skills and knowledge, and progress in your career with our bank.
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.
What We Offer:
At National Bank, we're committed to providing a positive and inclusive work environment. We offer a competitive compensation package, flexible benefits, and opportunities for career growth and development.
Join Our Team:
If you're a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.
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