Advisor Banking Services
3 months ago
As an Advisor, Banking Services in the ABS team at National Bank, you’ll have a versatile role that will allow you to be a one-stop shop for all our clients’ personal needs. With your experience in customer service, and your knowledge of banking and credit products, you’ll have a positive impact on the lives of our clients and on the lasting relationship with our internal and external partners.
Your role:
- Keep an ongoing communication with clients, Investment advisors and external partners.
- Achieve sales targets by providing sound banking advice.
- Carry out daily follow-up activities.
- Ensure adherence to compliance and risk management rules.
- Advise and offer appropriate solutions to our partners’ clients, to answer their banking, financing and onboarding needs.
- Ensure client satisfaction and engagement.
- Identify different opportunities and refer clients to your specialist colleagues.
Your team:
As part of the ABS sector, you’ll be in a team of 8 Advisor Banking Services, 3 Experts and will report to the Manager. Your daily responsibilities will be comprised of collaborating with specialists in credit, mortgage financing, customer service and more.
Our team stands out for excellent customer service, relationship building, discipline, collaboration and a friendly atmosphere. We rely on each other to share knowledge and best practices.
After gaining the necessary experience in your role as an Advisor, Banking services, many options will be available for the advancement in different sectors of National Bank.
Our training program uses 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.
The working hours are usually from 8:30 to 17:00 but will require occasional call outs to our clients in different time zones.
Prerequisites:
- Hold a college diploma (DEC) or equivalent
- Customer service experience
- Be proficient in French and English (speaking and writing)
- Positive attitude and empathy for clients
- Team player
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
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
5 months ago
Montreal, Quebec, G4F, CA National Bank Full timeYoutube 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...
-
Senior Advisor Commercial Banking Transformation
2 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeA career as a Senior Advisor in Commercial Banking Transformation means actively contributing to a successful transformation of the National Bank's Commercial banking by playing a leading role in several projects that have a significant impact on the profitability and operational efficiency of a large company. It involves managing and delivering...
-
Montreal, Quebec, G4F, CA National Bank Full timeBeing a Senior Commercial Banking Transformation Advisor, you join a dynamic team whose mission is to accelerate the transformation of Commercial Banking by working with colleagues in various partner sectors. You'll also have the opportunity to learn and develop within a team that communicates openly and promotes transparency, integrity and respect for...
-
Advisor
3 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeA career as an Advisor in the team of Integration and Transition team (Onboarding) at National Bank is to act as an expert, to leverage your knowledge by supporting various network stakeholders in their customer service offering. This job allows you to have a positive impact on the organization by leveraging your knowledge by providing support to different...
-
Advisor Strategy and Investment Solutions
4 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeIf you are interested in the field of investments and securities, join the National Bank Financial Wealth Management (NBFWM) team as an Advisor, Strategy & Investment Solutions. In this role, you’ll dive into the world of wealth management while playing a key role in the success of wealth advisors. You’ll have the chance to work not only in Quebec but...
-
Exclusive Advisor
1 month ago
Montreal, Quebec, G4F, CA National Bank Full timeA career with National Bank as a Senior Investment Advisor will enable you to develop your financial planning skills and advance your career in the investment field. As part of the remote advisory team, you'll have the opportunity to work in both mutual funds and securities to broaden the investment offering available to our customers. Your role...
-
Advisor, Client Relations
2 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeA career as an Insurance Advisor in the National Bank Insurance team at National Bank means acting as a customer service specialist for our numerous National Bank clients. Through your customer service skills, experience in personal insurance, and knowledge of insurance products, you will have a positive impact on the client experience, profitability, and...
-
Compensation Senior advisor
2 months ago
Montreal, Quebec, G4F, CA National Bank Full timeCome live your ambitions as a member of the Compensation team at National Bank and work with us to create the most stimulating workplace in the country. With your talents as a strategic partner in Compensation, you will help us improve the practices of the Compensation Strategy and Governance, Business Lines sector. In this position, you will work on a...
-
Senior Advisor International Services
3 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeAs a Senior Advisor in the International Services team at National Bank, you will be acting as the reference person for the sector. It is through your motivation to work as a team to change things and question the status quo, your experience in process management and your knowledge of international products and technology, that you have a positive impact on...
-
Corporate Banking Associate
3 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeAs a Corporate Banking Associate in the Québec team at National Bank, you will provide specialized support within the team for analyzing and structuring complex corporate credit files, including both new financing and renewals with significant changes in conditions. You will also be responsible for carrying out various complex analyses and financial data...
-
Senior Tax Advisor
1 month ago
Montreal, Quebec, G4F, CA National Bank Full time*** Please note that this position can be held from different cities in Quebec including Montreal and Quebec ***A career as a Senior Tax Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IA) in their tax needs by providing them with general or specific information. In other words, a rare 100%...
-
Senior Sourcing Advisor
3 months ago
Montreal, Quebec, G4F, CA National Bank Full timeBeing a Senior Advisor in the Sourcing team at National Bank means contributing to the negotiation of commercial agreements that support our banking products and services offering. It also means being involved in projects that require expertise in multiple legal fields, including technology, commercial agreements and information security. This job will allow...
-
Chief Legal Advisor
2 months ago
Montreal, Quebec, G4F, CA National Bank Full timeA career as a Senior Legal Advisor in the Screening and Regulatory Financial Transactions Reporting team, within the Compliance sector at National Bank, means acting as an expert with the Head of International Sanctions for screening activities. It also means working closely with the PCMLTF compliance program team for regulatory reporting to FINTRAC and...
-
AI & Cloud Services Advisor
1 month ago
Montreal, Quebec, G4F, CA National Bank Full timeA career as an Artificial Intelligence (AI) & Cloud Services Advisor in the API Domain Cards & Credit Risk team at National Bank means acting as a key player in the adoption and use of AI and Cloud solutions (mainly AWS) within our organization. By working closely with a DevOps squad, you will help maximize the impact of these technologies on all technical...
-
Senior Advisor Regulatory Governance
1 month ago
Montreal, Quebec, G4F, CA National Bank Full timeA career as a Senior Advisor, on the Integrated Risk Management (IRM) team at National Bank, means acting as an expert in risk management regulations. In your role, you will support, as a regulations specialist, the IRM units in the governance of risk management frameworks in alignment with the respective regulatory requirements. You will be in charge of...
-
Wealth Advisor
4 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeA career as a Wealth Advisor in the Exclusive Remote Advisory Services team at National Bank means helping our clients achieve their life goals. This job allows you to have a positive impact on our organization, thanks to your experience in client service, your knowledge of investment products and your skills in offering quality advice.Your jobCultivate...
-
Chief Advisor mergers and acquisitions
1 month ago
Montreal, Quebec, G4F, CA National Bank Full timeThe position is based in Montreal but an application based in Toronto, Calgary, Edmonton or Vancouver may be considered.A career as a Chief Advisor in the Strategy and corporate development team at National Bank means contributing to the Bank's success by acting as a professional recognized by senior management in M&A, strategic partnerships, financial...
-
Technical Advisor
3 days ago
Montreal, Quebec, G4F, CA National Bank Full timeA career as a Technical Advisor in the Registration Department team at National Bank means acting as a specialist in regulatory requirements. It is through your data analysis and knowledge of regulatory requirements on regulatory registrations that you have a positive impact on all employees registered with the competent authorities. Your role: Advise and...
-
Montreal, Quebec, G4F, CA National Bank Full timeA career as a Senior Advisor Trade Surveillance Advisor, Derivatives in the team of Compliance Trade Surveillance at National Bank is to assist with the trade surveillance, compliance monitoring and testing for the Financial Markets division of NBC. Your role Perform pre and post trade surveillance of Canadian derivative products that are listed on the...
-
Montreal, Quebec, G4F, CA National Bank Full timeA career as an IT Configurations & Services Governance Practice Advisor in the IT Assets, Configurations and Services Governance team at National Bank means acting as a specialist in aligning strategies between IT services and business models. It is through your skills in analysis and synthesis, your experience in the evolution of the IT service portfolio...