Advisor

4 weeks ago

Montreal, Canada National Bank Full time
A 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 NBFWM ( National Bank Financial - Wealth Management ) sectors in their client service offer.) Your job

Act as an expert advisor and coordinator for teams new to NBFWM. Guide network stakeholders by assessing and identifying their needs and proposing adapted solutions to support the transition while considering the diversity of files/cases. Negotiate service agreements with the various stakeholders and ensure their satisfaction and the satisfaction of stakeholders in the network through the quality of the services offered. Act as a resource person in the optimization of processes and the implementation of new initiatives. Establish and maintain effective communications with the various stakeholders involved in the service's activities as well as ensure interaction between these stakeholders.

Your team Within the Best Practices and New Employee Integration sector, you are part of a team of a team of 20 colleagues, and you report to the manager of the Integration and Transition (Onboarding) team. Our team stands out for its expertise and its dynamism. We ultimately aim to offer you maximum flexibility and quality of life. This notably means a hybrid work environment, as well as adaptable working hours. Various work schedules are possible and vary according to the needs of the teams to be integrated. Our training programs use on-the-job learning to help you master your role. You can access personalized training content 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. Basic requirements Bachelor's degree in a related field and 4 years of relevant experience OR master's degree in a related field and 2 years of relevant experience OR university certificate and 6 years of relevant experience. Experience in implementing and drafting procedures. Experience in project management. Knowledge of different types of account and financial products. Expertise in data management. Understanding of the following applications: Word, T80, GDI, Croesus, JIRA - Required. Be able to travel across Canada.

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

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Advisor, Strategy & Investment SolutionsAre you passionate about investments and securities? Do you want to make a meaningful impact in the field of wealth management? We're seeking a talented Advisor, Strategy & Investment Solutions to join our National Bank Financial Wealth Management (NBFWM) team.Your Role:Act as a key point of contact for Wealth...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Advisor, Strategy & Investment SolutionsAre you passionate about investments and securities? Do you want to make a meaningful impact in the field of wealth management? We're seeking a talented Advisor, Strategy & Investment Solutions to join our National Bank Financial Wealth Management (NBFWM) team.Your Role:Act as a key point of contact for Wealth...

  • Insurance Advisor

    4 weeks ago

    Montreal, Quebec, Canada Accoravillage Full time

    Insurance Advisor OpportunityWe are seeking a skilled Insurance Advisor to join our team at Accoravillage. As an Insurance Advisor, you will play a key role in promoting and educating clients on insurance products, building strong relationships, and contributing to the growth of our presence in the local community.Key Responsibilities:Develop and maintain...

  • Insurance Advisor

    4 weeks ago

    Montreal, Quebec, Canada Accoravillage Full time

    Insurance Advisor OpportunityWe are seeking a skilled Insurance Advisor to join our team at Accoravillage. As an Insurance Advisor, you will play a key role in promoting and educating clients on insurance products, building strong relationships, and contributing to the growth of our presence in the local community.Key Responsibilities:Develop and maintain...

  • Advisor

    5 months ago

    Montreal, Canada NBC Full time

    Area of Interest: Operations ...

  • Investment Advisor

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Investment AdvisorJoin the National Bank team as an Investment Advisor and take the first step towards a rewarding career in financial services. As a key member of our team, you will be responsible for providing exceptional client service and delivering tailored investment solutions to our clients.About the Role:We are seeking a highly motivated...

  • Advisor

    1 month ago

    Montreal, Canada Desjardins Group Full time

    As an Advisor, you support IT efficiency by designing, configuring, administering, maintaining and upgrading computer networks, management systems and database servers in accordance with the organization's needs. You advise and assist clients and partners as part of intervention and development init

  • Banking Advisor

    3 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and motivated Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional client service and building lasting relationships with our customers.Key ResponsibilitiesProvide personalized banking solutions to clients, including account management and...

  • Operations Advisor

    3 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Operations AdvisorAt National Bank Financial - Wealth Management, we are seeking a highly skilled Operations Advisor to join our Strategy & Performance team. As an Operations Advisor, you will play a key role in managing our Business Expenses Sharing Program and providing exceptional service to our wealth advisors and their teams.Key...

  • Technical IT Advisor

    2 months ago

    Montreal, Quebec, Canada CB Canada Full time

    Job Opportunity for a Technical IT AdvisorCB Canada is seeking a skilled Technical IT Advisor to join our team in the insurance industry. Our client is a reputable company based in Montreal.Key Responsibilities – Technical IT AdvisorThe successful candidate will be responsible for:Managing access rights and coordinating with clients and suppliers in a...

  • Banking Advisor

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Banking AdvisorJoin National Bank as a Banking Advisor and embark on a rewarding career that combines financial expertise with a passion for helping others. As a key member of our team, you will play a vital role in providing exceptional client service and building long-lasting relationships with our customers.About the Role:As a Banking Advisor,...

  • Banking Advisor

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Banking AdvisorJoin National Bank as a Banking Advisor and embark on a rewarding career that combines financial expertise with a passion for helping others. As a key member of our team, you will play a vital role in providing exceptional client service and building long-lasting relationships with our customers.About the Role:As a Banking Advisor,...

  • Technical IT Advisor

    2 months ago

    Montreal, Quebec, Canada CB Canada Full time

    Job Opportunity for a Technical IT AdvisorCB Canada is seeking a skilled Technical IT Advisor to join our team in the insurance industry. Our client is a reputable company based in Montreal.Key Responsibilities – Technical IT AdvisorThe successful candidate will be responsible for:Managing access rights and coordinating with clients and suppliers in a...

  • Banking Advisor

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Banking AdvisorJoin National Bank as a Banking Advisor and embark on a rewarding career that combines financial expertise with a passion for helping others. As a key member of our team, you will play a vital role in providing exceptional client service and building long-lasting relationships with our customers.About the Role:As a Banking Advisor,...

  • Banking Advisor

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Banking AdvisorJoin National Bank as a Banking Advisor and embark on a rewarding career that combines financial expertise with a passion for helping others. As a key member of our team, you will play a vital role in providing exceptional client service and building long-lasting relationships with our customers.About the Role:As a Banking Advisor,...

  • Banking Advisor

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Banking AdvisorAt National Bank, we're looking for a Banking Advisor to join our team. As a Banking Advisor, you will play a key role in providing exceptional client service and building strong relationships with our customers.Key Responsibilities:Provide personalized banking solutions to clientsBuild and maintain strong relationships with...

  • Banking Advisor

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Banking AdvisorAt National Bank, we're looking for a Banking Advisor to join our team. As a Banking Advisor, you will play a key role in providing exceptional client service and building strong relationships with our customers.Key Responsibilities:Provide personalized banking solutions to clientsBuild and maintain strong relationships with...

  • Investment Advisor

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Investment AdvisorJoin the National Bank team as an Investment Advisor and take the first step towards a rewarding career in financial services. As a key member of our team, you will be responsible for providing exceptional client service and delivering tailored investment solutions to our clients.About the Role:We are seeking a highly motivated...

  • Investment Advisor

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Investment AdvisorJoin the National Bank team as an Investment Advisor and take the first step towards a rewarding career in financial services. As a key member of our team, you will be responsible for providing exceptional client service and delivering tailored investment solutions to our clients.About the Role:We are seeking a highly motivated...

  • Wealth and Retirement Advisor

    2 months ago

    Montreal, Canada Manulife Financial Corporation Full time

    Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.The Wealth and Retirement Advisor is senior member of a team of wealth advisors delivering wealth and retiremen