Financial Services Professional

2 weeks ago


Québec, Quebec, Canada National Bank Full time

At National Bank, we're seeking a dynamic individual to fill the role of Banking Advisor. As a key member of our team, you'll have the opportunity to live your ambitions and make a positive impact on the lives of your clients and colleagues.

The ideal candidate will be able to adopt a friendly approach and utilize their analytical skills to provide a people-centric experience for branch clients. This varied role offers opportunities for development, including the possibility of obtaining a mutual fund representative licence to progress in your career and expand your responsibilities.

Your job will involve listening to clients' needs and resolving complex situations, providing advice and solutions for personal and small business clients, and supporting them through the mortgage renewal or renegotiation process. You'll also be responsible for ensuring client satisfaction and engagement, referring clients to specialist colleagues as needed, and adhering to compliance and risk management rules.

As part of our team, you'll work closely with experts specializing in investment, mortgage financing, and other areas. We value passionate individuals who bring bold ideas to the table and foster a collaborative environment where knowledge is shared and everyone helps each other succeed.

With experience gained in this role, you'll have access to numerous career opportunities, including advancement, promotion, or transfer to another region or branch. Our training programs focus on on-the-job learning, enabling you to master your role and stay up-to-date with industry developments.

To be successful in this position, you must possess a college diploma (DEC) or equivalent and hold a mutual fund representative licence (if not already obtained). Advisory service experience, an inclusive attitude, and openness to diversity are also essential qualifications. Proficiency in French is required, as well as strong skills in communication, digital literacy, and empathy.



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