Banking Advisor
2 weeks ago
About the Role
The Banking Advisor position at National Bank is a dynamic role that requires a friendly approach and analytical skills to offer a people-centric experience for branch clients. As a Banking Advisor, you will adopt a client-focused approach to provide personalized banking solutions and support clients through complex situations.
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 one evening a week, and a number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager, and you will work with a team of experts specializing in investment, mortgage financing, and other areas.
What We Offer
As a Banking Advisor at National Bank, you will have access to personalized training content, on-the-job learning, and a wide range of expertise, experience, and backgrounds to enrich all aspects of your development. You will also have opportunities for advancement, promotion, or moving to another region or branch.
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.
Languages
French
Skills
Accountability, Brand Ambassadorship, Client Education, Client Engagement, Client-focused Communication, Customer Relationship Management, Digital literacy, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Funding, Humility, Initiative
Your 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, a generous pension plan, an Employee Share Ownership Plan, an Employee and Family Assistance Program, preferential banking services, opportunities to get involved in community initiatives, telemedicine service, and a virtual sleep clinic.
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