Banking Advisor — Growth Path + MFR License

National Bank of Canada; Châteauguay; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Job summary

A prominent financial institution is seeking a Banking Advisor to support clients in transactions and investments. This role emphasizes a people-centric approach and requires a college diploma along with a mutual fund representative licence. You will work in a collaborative environment focused on client satisfaction and compliance. The position offers professional development, competitive compensation, and a comprehensive benefits package.

Qualifications

• Hold a mutual fund representative (MFR) licence within three months of hiring.
• Experience in advisory services with clients.
• Open to diversity and inclusion.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Give advice for clients' transaction and investment needs.
• Ensure client satisfaction and refer clients to specialists.

Skills

Advisory service experience

Analytical skills

Inclusive attitude

Education

College diploma (DEC) or equivalent

Mutual fund representative licence

Job description

A prominent financial institution is seeking a Banking Advisor to support clients in transactions and investments. This role emphasizes a people-centric approach and requires a college diploma along with a mutual fund representative licence. You will work in a collaborative environment focused on client satisfaction and compliance. The position offers professional development, competitive compensation, and a comprehensive benefits package.