Banking Advisor Jobs

Description

As a Banking Advisor at the National Bank in Ottawa, you'll 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 provide high-quality advice as you offer a people-centric experience to branch clients.

This is a flex position: You must be able to work at the branches in Ottawa, Orleans and Vanier.

Your role

• Demonstrate the ability to build lasting business relationships
• Help clients use our banking applications and ABMs
• Refer clients to your colleagues for their specialized needs
• Ensure client satisfaction and engagement
• Ensure adherence to compliance and risk management rules
• Welcome clients when they arrive and answer their questions
• Provide advice and offer made-to-measure transactional, investment, financing and insurance solutions
• Listen to people's needs and resolve situations that may be complex

The branch is open two evenings 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

Required competencies:

• Positive attitude and strong empathy for clients
• Ability to communicate effectively in English and French
• Customer service experience, inclusive attitude and openness to diversity
• College diploma or equivalent (preferable)
• Mutual fund representative (MFR) licence – You must obtain this licence within three months of hiring with a full refund once you have successfully obtained it

Preferred Competencies

• Interest in technology and skilled in sharing knowledge
• Ability to adapt to various situations
• Discipline, commitment to teamwork and eagerness to learn

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.

• Flexible group insurance
• Telemedicine service
• Virtual sleep clinic
• Employee Share Ownership Plan
• Generous pension plan
• Preferential banking services
• Initiatives promoting community involvement
• Health and wellness program, including many options
• Employee and Family Assistance Program

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?