National Bank of Canada seeks a Banking Advisor to provide a people‑centric experience for branch clients, using analytical skills to offer personal and small‑business financial solutions.
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 clients to specialist colleagues for specific needs.
Ensure adherence to compliance and risk management rules.
Obtain and maintain a mutual fund representative licence to expand responsibilities, including performing mutual fund transactions.