Banking advisor

5 days ago

SainteAnnedesPlaines, Canada National Bank of Canada Full time

About the role 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. Compensation: Between $49,000 - $60,700 per year Responsibilities 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 clients to specialist colleagues for specific needs. Ensure adherence to compliance and risk management rules. Team & Culture 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 and 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, many options will be available, such as advancement, promotion, or moving to another region or branch. We offer many career opportunities and encourage internal mobility. Prerequisites Hold a college diploma (DEC) or equivalent. Hold a Mutual Fund Representative (MFR) licence – When required, you must obtain it within three months of your hire date, with full reimbursement upon successful completion. Advisory service experience, inclusive attitude and openness to diversity. 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. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance Industries Banking Location: Sainte‑Anne‑des‑Plaines, Quebec, Canada Additional required languages: English, French We welcome all candidates #J-18808-Ljbffr

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