Banking Advisor

6 months ago

Rosemont Central, Canada National Bank Full 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 clients and answer questions. Help clients use our banking applications and ABMs. Listen to clients’ needs and resolve situations that may be complex. Give advice and offer transaction solutions for Personal Banking clients. Demonstrate the ability to build lasting business relationships. 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 per week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Customer service Branch Manager or 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.

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 Customer service experience, inclusive attitude and openness to diversity Positive attitude and empathy for clients Interest in technology and skilled in sharing knowledge Ability to adapt to different situations 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 week ago

    Beauport Central, Canada National Bank Full 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 clients...

  • Small Business Advisor

    2 months ago

    Central Ontario, Canada Scotiabank Full time

    Requisition ID: 205495Join 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 with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service...

  • Small Business Advisor

    3 months ago

    Central Ontario, Canada Scotiabank Full time

    Title: Small Business Advisor - Parry Sound, ONRequisition ID: 205495Join 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,...

  • Senior Financial Advisor

    2 months ago

    Central Ontario, Canada Scotiabank Full time

    Title: Senior Financial Advisor - Bayfield North, Barrie, Ontario - 18 months contractRequisition ID: 200925Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank, we help employees build their futures – where they can be themselves...

  • Investment Advisor

    3 weeks ago

    Regina Central, Canada RBC Full time

    Job SummaryJob 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 youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for...

  • Senior Financial Advisor

    1 month ago

    Central Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a Senior Financial Advisor to join our team at Scotiabank. As a key member of our team, you will be responsible for building strong relationships with our customers and providing expert financial advice to help them achieve their goals.Key ResponsibilitiesTake a proactive approach to understanding customer needs and providing...

  • Business Development Expert

    3 weeks ago

    Central Ontario, Canada Scotiabank Full time

    About the Role: Small Business AdvisorWe are seeking a skilled Small Business Advisor to join our team at Scotiabank.As a key member of our Canadian Banking Branch network, the successful candidate will provide exceptional service to our customers, building strong relationships and delivering tailored solutions to meet their unique needs.Key...

  • Small Business Consultant

    1 month ago

    Central Ontario, Canada Scotiabank Full time

    About the RoleAs a key member of our Canadian Banking Branch network, you will play a crucial role in providing exceptional service to our small business clients. Your primary focus will be to manage a portfolio of high-value and complex relationships, achieving retention and other negotiated goals while meeting Scotiabank's Service Standard.Key...

  • Small Business Relationship Manager

    5 days ago

    Central Ontario, Canada Scotiabank Full time

    About the RoleThe position of Small Business Relationship Manager offers a unique opportunity to work with high-value and complex small business owner relationships. As an essential member of the Canadian Banking Branch network, the focus is on providing exceptional service throughout the customer's journey by:Managing an assigned portfolio of high value...

  • Senior Branch Administrator CIBC Wood Gundy

    1 month ago

    Central Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Senior Branch Administrator CIBC Wood Gundy page is loaded Senior Branch Administrator CIBC Wood Gundy Apply locations Barrie, ON time type Full time posted on Posted 2 Days Ago time left to apply End Date: November 8, 2024 (26 days left to apply) job requisition id 2422195 We’re...

  • Specialist, Commercial Portfolio Management

    2 weeks ago

    Central Foothills (Sundre), Canada CWB Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors.We do this by:Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Roles SpecificationsLocation: Kitchener, OntarioPut a new spin on...