Banking Advisor

Area(s) of interest: Advisory services, Call centresLocation(s): MontrealA career as a Banking Advisor at the Virtual Advisory Centre of 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 our remote clients.This role offers opportunities for development. By obtaining your mutual fund representative license, 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.Listen to clients needs and resolve complex situations.Give advice and offer appropriate solutions for personal retail 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 teamYou’ll be part of a team that’s passionate about providing financial advice and building business relationships with clients. Reporting to the manager, you’ll have access to a development path and specific support for your role to help you increase your knowledge of our various solutions and improve your advisory approach.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.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.Based on the team’s operational needs, you will work rotating shifts between 9 a.m. and 8 p.m. Monday to Thursday, 9 a.m. and 6 p.m. on Fridays and 9 a.m. and 5 p.m. on Saturdays.PrerequisitesHold a college diploma (DEC) or equivalentHold a mutual fund representative (MFR) license – If not, you must obtain this license within three months of hiring with a full refund once you have successfully obtained itAdvisory service experience, inclusive attitude and openness to diversityLanguages:Reason to require this language: you will need to serve clients who speak a language other than French regularly.SkillsPress space or enter keys to toggle section visibilityBusiness Development Communication Emotional Intelligence Problem Solving Teamwork Accountability Client-focused Learning Agility Standards Compliance ListeningIn 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 optionsEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesVirtual sleep clinicThese 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 firstWe'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 usWhy work at National Bank?For an environment that supports your career pathThere are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on‑the‑job learning and training, co‑development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.For an inclusive and diverse environmentWe foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates What can you bring to our team?Sign up to get information on what’s new for your career and our events.Complete your profile for a personalized experience and search made easy with job alerts relevant to you. #J-18808-Ljbffr