Personal Banking Advisor — Grow Client Wealth & Trust

Banque Nationale du Canada; Saguenay; On-site; CAD 48,000 - 64,000; Full time

Job summary

National Bank of Canada invites applications for a Banking Advisor to help Personal and Small Business clients achieve their financial goals. You will listen to clients, provide tailored advice, and guide them through transactions, investments, financing and insurance options.

You will work in a branch with a team of specialists and have opportunities to advance, including mutual fund licensing, with flexible schedules and a focus on compliant, people-centered service.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence, or eligible to obtain one.

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

Advisory skills

Compliance awareness

Team collaboration

Education

College diploma (DEC) or equivalent

Mutual fund representative licence (MFR)

Job description

National Bank of Canada invites applications for a Banking Advisor to help Personal and Small Business clients achieve their financial goals. You will listen to clients, provide tailored advice, and guide them through transactions, investments, financing and insurance options.

You will work in a branch with a team of specialists and have opportunities to advance, including mutual fund licensing, with flexible schedules and a focus on compliant, people-centered service.