Client‑Centric Banking Advisor — Grow with Mutual Funds

National Bank of Canada; Montreal; 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

Job summary

National Bank of Canada is seeking a Banking Advisor to deliver a people-centric experience for branch clients, using analytical skills to tailor solutions and services. You’ll support personal and small business clients across transactions, investments, financing, insurance, and estate planning.

With opportunities to obtain a mutual fund representative licence, you can expand responsibilities by handling mutual fund transactions.

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

Active listening

Financial advisory

Customer service

Problem solving

Education

DEC or equivalent

Tools

Mutual fund licence management

Job description

National Bank of Canada is seeking a Banking Advisor to deliver a people-centric experience for branch clients, using analytical skills to tailor solutions and services. You’ll support personal and small business clients across transactions, investments, financing, insurance, and estate planning.

With opportunities to obtain a mutual fund representative licence, you can expand responsibilities by handling mutual fund transactions.