Client-Centric Banking Advisor

National Bank of Canada; Rawdon; On-site; CAD 55,000 - 67,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Banking Advisor to help clients with transactions, investments, financing, insurance and estate planning. By pursuing a mutual fund representative licence, you can expand responsibilities and progress within the bank.

You will work with a team of experts in investment and mortgage financing. The branch offers varied schedules, internal mobility, and a strong culture of training and support.

Qualifications

• 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

Responsibilities

• Listen to clients' needs and resolve complex situations.
• Give 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 your clients through the mortgage renewal or renegotiation process.
• Ensure client satisfaction and engagement.
• Refer your clients to your specialist colleagues for their specific needs.
• Ensure adherence to compliance and risk management rules.

Skills

Advisory service experience

Inclusive attitude

Openness to diversity

Bilingual (French & English)

Education

DEC or equivalent

Mutual fund licence (MFR)

Job description

National Bank of Canada is seeking a Banking Advisor to help clients with transactions, investments, financing, insurance and estate planning. By pursuing a mutual fund representative licence, you can expand responsibilities and progress within the bank.

You will work with a team of experts in investment and mortgage financing. The branch offers varied schedules, internal mobility, and a strong culture of training and support.