Expert Banking Consultant

3 weeks ago

Mirabel, Canada National Bank Full time

About the Role:


We are seeking a dynamic Banking Advisor to join our team at National Bank. As a key member of our team, you will be responsible for providing exceptional customer service, offering personalized financial solutions, and delivering a positive branch experience.


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 You:


We are looking for a candidate with a college diploma (DEC) or equivalent, a mutual fund representative (MFR) licence, and advisory service experience. If you have an inclusive attitude and openness to diversity, we would love to hear from you.


What We Offer:



  • Competitive compensation
  • A wide range of flexible benefits to 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
  • Opportunities for career growth and development
  • A dynamic work environment and cutting-edge collaboration tools

About Us:


National Bank is 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. We value inclusivity and strive to create a barrier-free workplace for all employees.

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