Client-Focused Banking Advisor | Growth & Licensing

National Bank of Canada; Quebec; 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 assistance program

Preferential banking services

Community involvement

Telemedicine service

Virtual sleep clinic

Job summary

The National Bank of Canada is seeking a Banking Advisor to join our branch team. You’ll listen to clients’ needs, provide tailored solutions across personal and small business banking, investments, lending, and estate planning, and support mortgage renewals.

You’ll promote a friendly, people-centric experience and collaborate with specialists to meet client goals. With opportunities for development, you can obtain the mutual fund representative licence and advance your career across regions.

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

Client listening

Problem solving

Advisory services

Education

DEC or equivalent

MFR licence

Job description

The National Bank of Canada is seeking a Banking Advisor to join our branch team. You’ll listen to clients’ needs, provide tailored solutions across personal and small business banking, investments, lending, and estate planning, and support mortgage renewals.

You’ll promote a friendly, people-centric experience and collaborate with specialists to meet client goals. With opportunities for development, you can obtain the mutual fund representative licence and advance your career across regions.