Banking Advisor

1 month ago


Ottawa, Ontario, Canada National Bank Full time
{"title": "Banking Advisor", "description": "Role Overview

As a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and building strong relationships with our clients. You will be responsible for understanding their financial needs and providing tailored solutions to meet their goals.

Key Responsibilities
  • Listen to clients' needs and provide personalized advice and solutions
  • 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
Team Environment

You will be part of a dynamic team of experts specializing in investment, mortgage financing, and other areas. Our team values passionate people and bold ideas, and we work together to ensure our clients reach their goals and colleagues do what they love.

Prerequisites
  • Hold a college diploma (DEC) or equivalent
  • Hold a mutual fund representative (MFR) licence
  • Advisory service experience, inclusive attitude, and openness to diversity
Benefits

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, and generous pension plans.

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, and our core values of partnership, agility, and empowerment inspire us to be a leader in the financial services industry.

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