Client-Centric Banking Advisor | Grow with Purpose

National Bank of Canada; Bromont; On-site; CAD 49,000 - 61,000; Full time

Benefits offered by this job

Health & Wellness

Flexible insurance

Generous pension plan

Employee share ownership plan

Employee assistance program

Preferential banking services

Community involvement

Telemedicine service

Sleep clinic

Job summary

National Bank of Canada in Bromont is seeking a Banking Advisor to serve branch clients with a people-centric approach and analytical mindset. You will listen to client needs, provide tailored advice, and guide mutual fund transactions as you progress with licensure.

Opportunities for development exist through obtaining the mutual fund representative licence, enabling you to expand responsibilities and move into more advanced advisory roles.

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.
• 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

Listen to clients

Provide financial guidance

Compliance awareness

Education

DEC or equivalent diploma

Mutual fund licence (MFR)

Job description

National Bank of Canada in Bromont is seeking a Banking Advisor to serve branch clients with a people-centric approach and analytical mindset. You will listen to client needs, provide tailored advice, and guide mutual fund transactions as you progress with licensure.

Opportunities for development exist through obtaining the mutual fund representative licence, enabling you to expand responsibilities and move into more advanced advisory roles.