Senior Banking Advisor: Client Solutions & Growth

National Bank of Canada; Montreal; On-site; CAD 50,000 - 70,000; 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

Telemedicine service

Opportunities to get involved in community initiatives

Job summary

A major financial institution in Montreal is seeking a Banking Advisor to deliver an excellent customer experience for personal and small business clients. The role requires strong advisory skills, a college diploma, and a mutual fund representative licence. Flexible work schedules and a variety of benefits, such as health programs and generous pension plans, are offered. Join a team dedicated to making a positive impact on clients' lives.

Qualifications

• Hold a college diploma or equivalent.
• Hold a mutual fund representative licence.
• Experience in advisory services and inclusivity.

Responsibilities

• Resolve complex client needs and provide tailored solutions.
• Participate in the development of branch colleagues.
• Ensure compliance and risk management adherence.

Skills

Advisory service experience

Openness to diversity

Knowledge sharing

Education

College diploma (DEC) or equivalent

Mutual Fund Representative (MFR) licence

Job description

A major financial institution in Montreal is seeking a Banking Advisor to deliver an excellent customer experience for personal and small business clients. The role requires strong advisory skills, a college diploma, and a mutual fund representative licence. Flexible work schedules and a variety of benefits, such as health programs and generous pension plans, are offered. Join a team dedicated to making a positive impact on clients' lives.