Banking Advisor

4 weeks ago

SaintHyacinthe, Canada National Bank Full time

Job Summary

A career as a Banking Advisor at National Bank offers a unique opportunity to make a positive impact on the lives of clients and colleagues alike. As a Banking Advisor, you will adopt a friendly approach and utilize your analytical skills to provide a people-centric experience for branch clients.

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.

About the Team

The branch is open two evenings a week and every Saturday from 10 a.m. to 3 p.m. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you will work with a team of experts specializing in investment, mortgage financing, and other areas.

What We Offer

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.

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

  • Health and wellness program, including many options.
  • Flexible group insurance.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Opportunities to get involved in community initiatives.
  • Telemedicine service.
  • Virtual sleep clinic.

We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're 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. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates.

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