Banking Advisor Jobs

Description

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients.

This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions

Your role

• Refer your clients to your specialist colleagues for their specific needs.
• 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.
• Listen to clients’ needs and resolve complex situations.
• Ensure adherence to compliance and risk management rules.
• Ensure client satisfaction and engagement.
• Support your clients through the mortgage renewal or renegotiation process.

The branch is open one evening a week and on Saturdays. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit, mortgage financing and more.

Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other.

Qualifications

Competencies

• Advisory service experience, inclusive attitude and openness to diversity
• Positive attitude and empathy for clients
• Interest in technology and skilled in sharing knowledge
• 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
• Ability to adapt to different situations
• Discipline, commitment to teamwork and eagerness to learn
• Hold a college diploma (DEC) or equivalent

After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

Your Benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Employee and Family Assistance Program
• Flexible group insurance
• Health and wellness program, including many options
• Generous pension plan
• Employee Share Ownership Plan
• Preferential banking services
• Virtual sleep clinic
• Initiatives promoting community involvement
• Annual base income between 49 000$ and 66 900$
• Telemedicine service

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

People first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples’ lives.

Our core values of partnership, agility, and empowerment inspire us and inclusivity is central to our commitments. We offer a barrier-free workplace that's accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during our initial conversations.

We welcome all candidates! What can you bring to our team?

Are you ready to live your ambitions?