Banking advisor

2 months ago

Longueuil Quebec HH, Montréal, Canada National Bank Full time

Youtube Video

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 job:

  • 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 two evenings a week and Saturdays. 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
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 offer a barrier-free workplace that is accessible 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?
Come live your ambitions with us

  • Banking advisor

    1 month ago

    Longueuil, Quebec, H4H, Montréal, 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...

  • Banking advisor

    3 months ago

    Chateauguay, Quebec, H8S, Montréal, Canada National Bank 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...

  • Banking Advisor

    3 months ago

    Lasalle, Quebec, H1A, Montréal, Canada National Bank Full time

    Youtube Video 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...

  • Banking Advisor

    1 month ago

    Pointe-aux-Trembles, Quebec, H1A, Montréal, Canada National Bank Part time

    Youtube Video 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 for branch clients. Your job: Greet...

  • Banking Advisor

    2 weeks ago

    Pointe-aux-Trembles, Quebec, H1A, Montréal, Canada National Bank Full time

    Youtube Video 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...

  • Mortgage Advisor

    4 weeks ago

    Longueuil, Quebec, H4H, Montréal, Canada Scotiabank Full time

    Requisition ID: 200100Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Join us as we build a high-performing, purpose driven, winning sales team, anchored by an inclusive, client-focused culture. Job Purpose: We are currently seeking a passionate and results-driven Home Financing Advisor (HFA) to join our...

  • Small Business Advisor

    4 weeks ago

    Dollard-des-Ormeaux, Quebec, H8C, Montréal, Canada Scotiabank Full time

    Title: Small Business Advisor - Montreal WestRequisition ID: 201664Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat you’ll be doing:Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the...

  • Small Business Advisor

    1 month ago

    Dollard-des-Ormeaux, Quebec, H8C, Montréal, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Small Business Advisor - Montreal West Requisition ID: 201664Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing: Our Advisors are customer-centric and able to connect...

  • Mortgage Advisor

    1 month ago

    Sherbrooke, Quebec, H1W, Montréal, Canada Scotiabank Full time

    Join 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 agents, lawyers, financial planners, and centres of influence with...

  • Mortgage Advisor

    1 month ago

    Montreal West, Quebec, Montréal, Canada Scotiabank Full time

    Join 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 agents, lawyers, financial planners, and centres of influence with...

  • Mortgage Advisor

    1 month ago

    Brossard, Quebec, H1N, Montréal, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 200100Join 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...

  • Bank - bilingual collections analyst

    3 weeks ago

    Westmount, Quebec, H1V, Montréal, Canada Société Financière Manuvie Full time

    Nous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l’ensemble de nos...

  • Associate

    3 months ago

    Brossard, Quebec, H1N, Montréal, Canada National Bank Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure effective...

  • Associate

    2 months ago

    Brossard, Quebec, H1N, Montréal, Canada National Bank Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. This is a great opportunity to...

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

    1 month ago

    Sherbrooke, Quebec, H1W, Montréal, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 198273Join 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...

  • Wealth Management Associate

    1 week ago

    Kirkland, Quebec, H9G, Montréal, Canada National Bank Full time

    A career as a Wealth Management Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in...

  • Associate Portfolio Manager, MD Financial Management

    4 weeks ago

    Sherbrooke, Quebec, H1W, Montréal, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team.As an Associate Portfolio Manager, you will provide client relationship...

  • Wealth Management Associate

    4 weeks ago

    Sherbrooke, Quebec, H1W, Montréal, Canada National Bank of Canada Full time

    A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select...

  • Wealth Management Associate

    1 month ago

    Sherbrooke, Quebec, H1W, Montréal, Canada National Bank Full time

    A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select...

  • Wealth Management Associate

    4 weeks ago

    Sherbrooke, Quebec, H1W, Montréal, Canada Banque Nationale du Canada Full time

    A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select...