Banking Professional

3 weeks ago

DolbeauMistassini, Quebec, Canada National Bank Full time

Job Summary

A Banking Advisor role at National Bank offers a dynamic and varied career path that allows you to make a positive impact on your clients' lives and your own. As a key member of our team, you will adopt a friendly approach and utilize your analytical skills to provide a people-centric experience for branch clients.

This role offers opportunities for development and growth, including the possibility of obtaining a mutual fund representative licence. By doing so, you will be able to expand your responsibilities and progress in your role, particularly by performing mutual fund transactions.

Key Responsibilities

  • Listen to clients' needs and resolve complex situations.
  • Provide 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.

Team Environment

The branch is open one evening a week, and a number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager, and on a day-to-day basis, you will work with a team of experts specializing in investment, mortgage financing, and other areas.

Our team values passionate people 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 the necessary 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 many career opportunities and encourage internal mobility.

Requirements

  • Hold a college diploma (DEC) or equivalent.
  • Advisory service experience, inclusive attitude, and openness to diversity.

Benefits

In addition to competitive compensation, upon hiring, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These benefits include 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, and a virtual sleep clinic.

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 people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We want to offer an accessible, barrier-free workplace to all employees and a fully accessible recruitment process. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates who can bring their unique perspectives and skills to our team.

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