Banking Advisor

4 weeks ago

SaintHyacinthe, Quebec, Canada National Bank Full time
About the Role

As a Banking Advisor at National Bank, you will have the opportunity to live your ambitions and make a positive impact on the lives of your clients and colleagues. You will adopt a friendly approach and use your analytical skills to offer a people-centric experience for branch clients.

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 Team

The branch is open two evenings a week and every Saturday from 10 a.m. to 3 p.m. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you will work with a team of experts specializing in investment, mortgage financing, and other areas.

What We Offer
  • Competitive compensation
  • A wide range of flexible benefits to promote your wellbeing and that of your family
  • Opportunities for development and career advancement
  • A dynamic work environment and cutting-edge collaboration tools
  • A barrier-free workplace that is accessible to all employees
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

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