Expert Financial Solutions Specialist

1 week ago


CarletonsurMer, Quebec, Canada National Bank Full time
Unlock Your Potential as a Banking Advisor

In this dynamic role, you will have the opportunity to make a meaningful impact on the lives of your clients and colleagues. As a Banking Advisor at National Bank, you will adopt a friendly approach and utilize your analytical skills to provide a personalized experience for branch clients.

This role offers opportunities for growth and development. By obtaining your mutual fund representative licence, you will 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.
  • Offer advice and 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.
  • Maintain compliance and risk management standards.
About You:

To succeed in this role, you should possess a college diploma (DEC) or equivalent and hold a mutual fund representative (MFR) licence. Advisory service experience, an inclusive attitude, and openness to diversity are also essential.

You will need to serve clients who speak a language other than French regularly. Therefore, proficiency in both English and French is required.

What We Offer:
  • A competitive salary range of $49,000 - $60,700 per year.
  • A comprehensive benefits package, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.
  • The opportunity to work with a team of experts specializing in investment, mortgage financing, and other areas.
  • Access to cutting-edge collaboration tools and a dynamic work environment that fosters a positive employee experience.
About Us:

National Bank is 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 people's lives. We value partnership, agility, and empowerment and strive to create a barrier-free workplace that is accessible to all employees.



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