Client-First Banking & Investment Advisor

National Bank of Canada; Saint-Constant; Presencial; CAD 49.000 - 61.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Descripción de la vacante

National Bank of Canada is seeking a Banking Advisor to listen to clients, provide tailored financial advice, and support both personal and small business needs. The role emphasizes service quality, compliance, and collaboration within a team of investment and mortgage specialists.

Successful candidates will work in a people-first environment, with opportunities for growth, on-the-job training, and accessible resources to support ongoing learning and development.

Formación

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence or obtain within 3 months of hiring with full refund after licensure.
• Advisory service experience and openness to diversity.

Responsabilidades

• Listen to clients' needs and resolve complex situations.
• Give advice and offer appropriate solutions for Personal and Small Business clients.

Conocimientos

Active listening

Client advisory

Customer service

Communication

Educación

DEC or equivalent

Herramientas

Mutual fund licence

Descripción del empleo

National Bank of Canada is seeking a Banking Advisor to listen to clients, provide tailored financial advice, and support both personal and small business needs. The role emphasizes service quality, compliance, and collaboration within a team of investment and mortgage specialists.

Successful candidates will work in a people-first environment, with opportunities for growth, on-the-job training, and accessible resources to support ongoing learning and development.