Banking Professional

3 weeks ago


Longueuil, Quebec, Canada NBC Full time
Role Overview

As a Banking Advisor at National Bank, you will play a key role in providing exceptional client experiences and driving business growth. This varied role offers opportunities for development and allows you to live your ambitions while making a positive impact on your clients' and colleagues' lives.

Key Responsibilities
  • Listen to clients' needs and resolve complex situations.
  • Provide advice and offer solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, 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.
Team and Work Environment

The branch is open two evenings a week and Saturdays, with various work schedules available. You will work with a team of experts specializing in investment, mortgage financing, and other areas. Our team values passionate people and bold ideas, and we work together to ensure our clients reach their goals and colleagues do what they love.

Training and Development

Our training programs use on-the-job learning to help you master your role. You will have access to personalized training content, colleagues with a wide range of expertise, and experience 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.
Benefits

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, and opportunities to get involved in community initiatives.

Our Commitment to Inclusivity

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, and we welcome all candidates who share our values of partnership, agility, and empowerment.


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