Banking Advisor

1 month ago

SaintHenri Quebec, Desjardins, 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 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
  1. Listen to clients’ needs and resolve complex situations.
  2. 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.
  3. Support your clients through the mortgage renewal or renegotiation process.
  4. Ensure client satisfaction and engagement.
  5. Refer your clients to your specialist colleagues for their specific needs.
  6. 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.

Prerequisites
  1. Hold a college diploma (DEC) or equivalent.
  2. 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.
  3. 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.
  • Initiatives promoting community involvement.
  • 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 accommodations, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? Ready to live your ambitions?

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