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Professional Banking Advisor
2 months ago
This is a unique opportunity to thrive in a dynamic environment as a Professional Banking Advisor at National Bank. The role offers a chance to develop a people-centric approach, foster strong relationships with clients, and leverage your analytical skills to drive meaningful results.
Key Responsibilities- Listen to clients' needs and resolve complex situations.
- Offer advice and provide suitable 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.
- Maintain adherence to compliance and risk management rules.
You'll be part of a collaborative team of experts specializing in investment, mortgage financing, and other areas. The branch operates one evening a week and on Saturdays, offering flexible work schedules. As a member of the team, you'll work closely with the Branch Manager and contribute to a positive employee experience.
Career Development OpportunitiesAfter gaining necessary experience in this role, many options will be available to you, including advancing in the same role, getting promoted, or moving to another region or branch. Our bank values internal mobility and encourages employees to grow within the organization.
Training and SupportWe offer comprehensive training programs that focus on on-the-job learning to help you master your role. You'll have access to personalized training content, such as banking solutions and the advisory approach, to support your ongoing development. Additionally, you'll benefit from collaboration with colleagues having diverse expertise, experience, and backgrounds.
Requirements- Hold a college diploma (DEC) or equivalent.
- Possess 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.
- Have advisory service experience, an inclusive attitude, and openness to diversity.
In addition to competitive compensation, you'll be eligible for a wide range of benefits, including a health and wellness program, flexible group insurance, a 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.
Why Join Us?National Bank is a bank on a human scale, standing out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We value inclusivity, partnership, agility, and empowerment, creating a barrier-free workplace accessible to all employees.
