Financial Services Professional

2 weeks ago

Ottawa, Ontario, Canada National Bank Full time

A career as a Banking Advisor at National Bank offers 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 will adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role provides opportunities for development by obtaining your mutual fund representative licence, which enables you 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.
  • 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.
  • Support clients through the mortgage renewal or renegotiation process.
  • Ensure client satisfaction and engagement.
  • Refer clients to specialist colleagues for their specific needs.
  • Ensure adherence to compliance and risk management rules.

About Your Team:

The branch operates two evenings a week, with various work schedules available based on team availability. You will report to the Branch Manager and work with a team of experts specializing in investment, mortgage financing, and other areas.

Our team values passionate individuals 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 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 numerous career opportunities and encourage internal mobility.

We provide personalized training content on topics such as banking solutions and the advisory approach to support your ongoing learning. You will 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.

Languages: English, French

Skills: Accountability, Business Development, Client Engagement, Client-focused Communication, Customer Relationship Management, Digital literacy, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Funding, Humility, Initiative, Insurance

Your Benefits: Competitive compensation, health and wellness program, 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, and more.

We foster a positive employee experience through dynamic work environments and cutting-edge collaboration tools. We actively listen to employees' ideas and encourage regular feedback and ongoing communication.

We're Putting People First: As a bank on a human scale, we stand out for our 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.

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