Branch Advisor

5 days ago

Oakville, Canada National Bank of Canada Full time

**Primary Locations**:
**Oakville, Ontario**

**Employee Status**:
**Regular**

**Schedule**:
**Full-time**

As a Branch Advisor at the National Bank in Oakville, you'll live up to 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 provide high-quality advice as you offer a people-centric experience for branch clients.

**Your role**
- Welcome clients when they arrive and answer their questions
- Listen to people's needs and resolve situations that may be complex
- Provide advice and offer made-to-measure transactional, investment, financing and protection solutions
- Demonstrate the ability to build lasting business relationships
- Direct clients to your colleagues for their specialized needs
- Ensure adherence to compliance and risk management rules

The branch is open two nights a week and on Saturdays. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. Every day, you will work with a team of many experts specialized in investment, credit, mortgage financing and more.

Our team values passionate people and bold ideas. We work together to ensure our clients can meet their objectives and our colleagues can do what they love. We rely on our colleagues to share knowledge and help each other.

**Required competencies**:

- College diploma or equivalent
- Experience is customer service, inclusive attitude and respect for diversity
- Positive attitude and strong empathy for clients
- Mutual fund representative (MFR) licence - You must obtain this licence within three months of hiring with a full refund once you have successfully obtained it
- Ability to communicate effectively in English

**Preferred competencies**:

- Discipline, commitment to teamwork and interest in learning
- Interest in technology and skill at sharing knowledge
- Ability to adapt to various situations

After gaining relevant experience as a Branch Advisor, many options will be available to you. For example, you could 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, experiences and profiles to enrich all aspects of your development.

**Your benefits**

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

- Health and wellness program, including many benefits
- Flexible group insurance
- Defined benefit pension plan
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferred banking services
- Volunteer program
- Telemedicine
- Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.

Our dynamic work environments and cutting-edge collaboration tools foster a pleasant employee experience. We value employees' ideas and use surveys and other programs to encourage feedback and ongoing communication.

**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 accommodations, feel free to let us know during your first conversations with us.

**Ready to live your ambitions?

  • Scotiamcleod Branch Operations Assistant/branch

    2 days ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 168334 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Financial Advisor

    3 months ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 208691 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Branch Administrator/wealth Associate

    4 days ago

    Oakville, Canada National Bank of Canada Full time

    **Primary Locations**:Oakville, Ontario**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 investment advisors in over 100 branches, helping more than 400,000 personal clients manage their assets. This...

  • Branch Office Administrator

    2 months ago

    Oakville, Canada Edward Jones Full time

    **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team**.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team...

  • Scotiamcleod Branch Systems Admin/branch Operations

    4 days ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 151708 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Branch Administrator, Wood Gundy

    6 months ago

    Oakville, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Scotiamcleod Branch Operations Assistant

    2 months ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 211371 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Banking Advisor

    5 days ago

    Oakville, Canada National Bank of Canada Full time

    **Primary Locations**:Oakville, Ontario**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in Oakville, you'll 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 provide...

  • Financial Advisor

    7 months ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 198706 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Client Advisor

    2 weeks ago

    Oakville, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service...

  • Client Advisor

    1 month ago

    Oakville, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and...

  • Banking Advisor

    4 weeks ago

    Oakville, Canada RBC Full time

    Job SummaryJob DescriptionPlease note: This posting has been designed to locate future advisors for the Halton Market and area (incl. Burlington, Oakville, Milton, Halton Hills). Applicants must have their mutual fund accreditations completed as per must-have requirements and must be mobile and flexible with schedule and availability to support branch days...

  • Scotiamcleod Investment Associate

    6 days ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 153311 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod Investment Associate

    1 week ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 153311 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Claims Advisor I

    7 months ago

    Oakville, Canada TD Bank Full time

    **Claims Advisor I**: - 418008BR **Job Category - Primary** - Insurance **Work Location** - 2474 South Service Road West **Employment Type** - Regular **City** - Oakville **Time Type** - Full Time **Province/State** - Ontario **Hours** - 35 **Workplace Model** - Onsite **Pay Details** **Department Overview** - TD Insurance is part of TD Bank...

  • Strategic Portfolio Manager

    4 days ago

    Oakville, Ontario, Canada National Bank Full time

    National Bank Financial - Wealth Management is a leading investment dealer in Canada, with a presence in over 100 branches and close to 1,000 investment advisors managing assets for more than 400,000 clients.We are seeking a highly skilled Strategic Portfolio Manager to join our team in Oakville, Ontario. In this role, you will work closely with an...

  • Sales Insurance Advisor- Entry Level

    7 months ago

    Oakville, Canada BrokerLink Full time

    Job Details Description Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want...

  • Assistant, Private Banking

    6 days ago

    Oakville, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Assistant, Private Banking

    7 months ago

    Oakville, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Service Associate

    6 months ago

    Oakville, Canada BMO Financial Group Full time

    360 Oakville Place Drive Oakville Ontario,L6H 6K8 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Books meetings with new prospects and prepares introductory package for the prospect/referral. -...