Senior Banking Professional
2 weeks ago
National Bank is a bank on a human scale, standing out for its courage and passion for people. Our mission is to have a positive impact on peoples' lives.
Salary
The estimated salary for this role is between $49,000 and $60,700 per year.
About the Role
This varied position allows you to live your ambitions and have a positive impact on your life as well as the lives of your clients and colleagues. As a Banking Advisor at National Bank, you will adopt a friendly approach and use your analytical skills to offer a people-centric experience for branch clients. This role offers opportunities for development by obtaining your mutual fund representative licence, which enables you to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions.
Your 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 your clients through the mortgage renewal or renegotiation process.
- Ensure client satisfaction and engagement.
- Refer your clients to specialist colleagues for their specific needs.
- Ensure adherence to compliance and risk management rules.
Working with Your Team
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, such as advancing in the same role, getting promoted, or moving to another region or branch.
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.
What You'll Get
In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include a health and wellness program, 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, and virtual sleep clinic.
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