Banking advisor

1 month ago

Collingwood Ontario LM, Simcoe region, Canada Banque Nationale du Canada Full time

Area of Interest: Advisory services, Personal banking

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.

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.
Your Team

The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.

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.

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.

Prerequisites
  • Hold a college diploma (DEC) or equivalent
  • 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
  • Advisory service experience, inclusive attitude and openness to diversity
Skills

Accountability, Brand Ambassadorship, Business Development, Client Education, Client Engagement, Client-focused, Communication, Customer Relationship Management, Digital literacy, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Funding, Humility.

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.

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic

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.

We're Putting 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 want to offer an accessible, barrier-free workplace to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?

For an Environment that Supports Your Career Path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an Inclusive and Diverse Environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates What can you bring to our team?

#J-18808-Ljbffr

  • Banking Advisor

    4 weeks ago

    Collingwood, Ontario, L0M, Simcoe region, Canada National Bank of Canada Full time

    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...

  • Wealth Management Consultant

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada Scotiabank - Global Banking and Markets Full time

    Requisition ID: 204542Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Wealth Management Consultant (WMC) serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management (“SWM”), and actively pursues wealth management opportunities among existing customers...

  • Banking Advisor

    1 month ago

    Mississauga, Ontario, C4W, Peel region, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a versatile and 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, listen actively and offer a people-centric experience...

  • Financial Advisor

    4 weeks ago

    Lindsay, Ontario, K0L, Peterborough region, Canada Scotiabank - Global Banking and Markets Full time

    Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.About The RoleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes...

  • Financial Advisor

    3 weeks ago

    Peterborough, Ontario, K0J, Renfrew region, Canada Scotiabank - Global Banking and Markets Full time

    Requisition ID: 203357Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About The RoleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented...

  • ScotiaMcLeod Branch Administrator

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada Scotiabank - Global Banking and Markets Full time

    Requisition ID: 199990As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you’ll be...

  • Financial Advisor

    4 weeks ago

    South Porcupine, Ontario, P0N, Cochrane region, Canada Scotiabank - Global Banking and Markets Full time

    Requisition ID: 204756Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About The RoleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented...

  • Mortgage Advisor

    1 month ago

    Barrie, Ontario, A4N, Simcoe region, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Mortgage Advisor - Simcoe County, Muskoka, Kawarthas & Northern Ontario Requisition ID: 189586Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be...

  • Investment Advisor

    1 month ago

    Midland, Ontario, L0L, Simcoe region, Canada Royal Bank of Canada Full time

    Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...

  • Franchise Specialist, Commercial Business Banking

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada Scotiabank Full time

    Requisition ID: 205458Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Franchise Specialist is part of a national team responsible for leveraging market area expertise for the profitable growth of the Bank’s franchising portfolio in their region and for developing new customer...

  • Estate Planning Advisor

    1 month ago

    Barrie, Ontario, A4N, Simcoe region, Canada TD Bank Full time

    Conseiller en planification successorale (assurance) page is loaded Conseiller en planification successorale (assurance) Postuler remote type Sur place locations Barrie, Ontario time type Temps plein posted on Publié il y a 2 jour(s) job requisition id R_1345377 Work Location:Barrie, Ontario, CanadaHours:37.5Line of Business:Gestion de patrimoine TD Pay...

  • First Nations/Metis/Inuit, Financial Advisor, Retail Sales

    1 month ago

    Barrie, Ontario, A4N, Simcoe region, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 198335Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Posted pursuant to Scotiabank’s Special Program under the Employment Equity Act and Canadian Human Rights Act. While you must be an...

  • Senior Private Banker – Business Owner

    3 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada TD Bank Full time

    Banqu. priv. princ., responsable des relations d’affairesLieu de travail: CanadaHoraire: 37.5Secteur d’activité: Gestion de patrimoine TDDétails de la rémunération : Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une...

  • Wealth Management Consultant

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada Scotiabank Full time

    Requisition ID: 204542Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. The Wealth Management Consultant (WMC) serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management (SWM) and actively pursues wealth management opportunities among existing customers (excludes...

  • Wealth Management Consultant

    1 month ago

    Barrie, Ontario, A4N, Simcoe region, Canada Scotiabank Full time

    Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.The Wealth Management Consultant (WMC) serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management ("SWM"), and actively pursues wealth management opportunities among existing customers (excludes existing clients in...

  • Financial Advisor

    4 weeks ago

    Lindsay, Ontario, K0L, Peterborough region, Canada Scotiabank Full time

    2 weeks ago Be among the first 25 applicants Requisition ID: 203086Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About The RoleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to...

  • ScotiaMcLeod Branch Administrator

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada Scotiabank Full time

    Title: ScotiaMcLeod Branch Administrator - BarrieRequisition ID: 199990As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients'...

  • ScotiaMcLeod Branch Administrator

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada Scotiabank Full time

    Requisition ID: 199990As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

  • Mortgage Advisor

    4 weeks ago

    Vaughan, Ontario, L0J, York region, Canada Scotiabank Full time

    Title: Mortgage Advisor - Vaughan & BoltonRequisition ID: 189585Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate...

  • Mortgage Advisor

    4 weeks ago

    Vaughan, Ontario, L0J, York region, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Mortgage Advisor - Vaughan & Bolton Requisition ID: 189585Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the...