Professional Financial Consultant

1 week ago


SaintEustache, Quebec, Canada National Bank Full time
Role Overview

A dynamic and varied career as a Banking Advisor at National Bank offers numerous opportunities for growth and development, allowing you to live your ambitions and have a positive impact on your own life and the lives of clients and colleagues.

Your Job 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.
About Our Team

You will work in a collaborative environment with a team of experts specializing in investment, mortgage financing, and other areas. We value passionate individuals and bold ideas, working together to ensure our clients achieve their goals and colleagues do what they love.

We rely on our colleagues to share knowledge and help each other, fostering a positive employee experience through our dynamic work environments and cutting-edge collaboration tools.

Career Advancement Opportunities

After gaining necessary experience, you may advance in the same role, get promoted, or move to another region or branch. Our training programs utilize on-the-job learning to help you master your role.

You'll have access to personalized training content on topics like banking solutions and the advisory approach to support ongoing learning. Colleagues with diverse expertise, experience, and backgrounds are also available to enrich all aspects of your development.

Prerequisites
  • Hold a college diploma (DEC) or equivalent.
  • Hold a mutual fund representative (MFR) license - If not, you must obtain this license within three months of hiring with a full refund once successfully obtained.
  • Advisory service experience, inclusive attitude, and openness to diversity.
Your Benefits Package

In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family.

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

We offer a barrier-free workplace accessible to all employees and actively listen to employee feedback through surveys and programs, promoting an open communication culture.



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