Career Opportunity: Lead Financial Advisor

5 days ago


Bromont, Canada National Bank Full time

About the Role: As a Banking Advisor at National Bank, you will have the opportunity to live your ambitions and make a positive impact on the lives of your clients and colleagues. Your primary responsibility will be to adopt a friendly approach and utilize your analytical skills to offer a people-centric experience for branch clients.

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 You:

  • You hold a college diploma (DEC) or equivalent
  • You possess 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
  • You have advisory service experience, an inclusive attitude, and openness to diversity
  • You speak French
  • You possess digital literacy, empathy, and humility

Your Benefits:

  • Competitive compensation between $55,200 and $66,900 per year
  • A health and wellness program
  • Flexible group insurance
  • A generous pension plan
  • An Employee Share Ownership Plan
  • An Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • A telemedicine service
  • A virtual sleep clinic

About Us: We are 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. We offer a barrier-free workplace that is accessible to all employees.



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