Banking advisor
3 weeks ago
Join to apply for the Banking advisor role at National Bank of Canada Compensation: Between $49000 - $60700 per year 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: Listen to clients’ needs and resolve complex situations. 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. 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 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. 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. 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. Advisory service experience, inclusive attitude and openness to diversity. Your benefits 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. Company values 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 Additional required languages: French. Seniority level Mid-Senior level Employment type Full-time Job function Finance Industry Banking #J-18808-Ljbffr
-
Saint-Jean-sur-Richelieu, Canada National Bank of Canada Full timeA major Canadian bank is seeking a Banking Advisor in Saint-Jean-sur-Richelieu, Canada. This full-time role involves assisting Personal and Small Business clients with their financial needs while ensuring compliance and customer satisfaction. Candidates should hold a college diploma and ideally possess a mutual fund representative licence. The position...
-
Banking Advisor: Elevate Client Impact
2 weeks ago
Saint-Jean-sur-Richelieu, Canada Banque Nationale du Canada Full timeA leading financial institution in Canada is seeking a Banking Advisor to provide personalized service and advice to clients. The role includes listening to client needs, advising on transactions and financial solutions, and ensuring compliance with regulations. Candidates should have a college diploma and must obtain a mutual fund representative licence....
-
Banking Advisor: Elevate Client Impact
3 weeks ago
Saint-Jean-sur-Richelieu, Canada Banque Nationale du Canada Full timeA leading financial institution in Canada is seeking a Banking Advisor to provide personalized service and advice to clients. The role includes listening to client needs, advising on transactions and financial solutions, and ensuring compliance with regulations. Candidates should have a college diploma and must obtain a mutual fund representative licence....
-
Banking Advisor
6 days ago
Saint-Jean-sur-Richelieu, Canada Royal Bank of Canada Full time**As part of RBC's commitment to providing exceptional client service and achieving its business**objectives**, the ability and willingness to travel or work from any RBC location listed in this section is a condition of employment.** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving...
-
Personal Banking Advisor
1 week ago
Saint-Jean-sur-Richelieu, Canada BMO Full timeA leading financial institution is seeking a Personal Banking Associate in Saint-Jean-sur-Richelieu. The role involves delivering exceptional service to customers, conducting banking conversations, and collaborating with various partners to enhance customer relationships. Candidates should have 1-2 years of relevant experience, strong interpersonal skills,...
-
Banking Advisor- EN
3 weeks ago
Saint-Jean-sur-Richelieu, Canada RBC Full timeJob Description Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...
-
Financial Advisor
6 days ago
Saint-Jean-sur-Richelieu, Canada Royal Bank of Canada Full time**As part of RBC's commitment to providing exceptional client service and achieving its business**objectives**, the ability and willingness to travel or work from any RBC location listed in this section is a condition of employment.** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value...
-
Advisor, Investment and Financing
3 weeks ago
Saint-Jean-sur-Richelieu, Canada Desjardins Full timeAdvisor, Investment and Financing – Desjardins Join to apply for the Advisor, Investment and Financing role at Desjardins. Several opportunities are currently available in the greater Montérégie region. Responsibilities Attend to members’ investment and financing needs while ensuring quality service Develop strategies and offer investment, financing...
-
Personal Banking Advisor: Build Relationships
3 weeks ago
Saint-Jean-sur-Richelieu, Canada BMO Full timeA leading banking institution is seeking a Personal Banking Associate to join their team in Saint-Jean-sur-Richelieu, Canada. The role involves delivering exceptional service while identifying customer needs and providing tailored financial solutions. Candidates are expected to have 1-2 years of relevant experience, along with strong interpersonal...
-
Banking Advisor
3 weeks ago
Mont-Saint-Hilaire, Canada National Bank of Canada Full timeBanking Advisor – National Bank of Canada 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...