Financial Services Professional
2 months ago
About the Role
A career as a Banking Advisor at National Bank is a dynamic 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 professional approach and use your analytical skills in order to offer a personalized experience for branch clients.
This role offers opportunities for development and growth. 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 Key Responsibilities
- Listen to clients' needs and resolve complex situations.
- Provide expert 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.
- 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 Team
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 Culture
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.
What We Offer
- Competitive compensation
- A wide range of flexible benefits to help promote your wellbeing and that of your family
- Opportunities for development and growth
- A dynamic work environment and cutting-edge collaboration tools
- A positive employee experience
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