Senior Banking Advisor
7 days ago
About Our Bank
We are 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.
Job Description
A career as a Senior Banking Advisor at Banque Nationale du Canada is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. With your expertise in banking, you'll offer a people-centric experience to branch clients and be a resource person for your colleagues.
You will listen to clients' needs and resolve highly complex situations. You will give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, mortgage renewal, made-to-measure insurance and complex estate planning needs.
You will support your clients through the mortgage renewal or renegotiation process. You will participate in the development of your branch colleagues. You will ensure client satisfaction and engagement, and serve as a point of reference.
You will work with a team of experts specializing in investment, mortgage financing, and other areas. Your team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love.
Responsibilities
- Listen to clients' needs and resolve highly complex situations.
- Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, mortgage renewal, made-to-measure insurance and complex estate planning needs.
- Support your clients through the mortgage renewal or renegotiation process.
- Participate in the development of your branch colleagues.
- Earn client satisfaction and engagement, and serve as a point of reference.
Prerequisites
- Hold a college diploma (DEC) or equivalent.
- Hold a mutual fund representative (MFR) licence.
- Advisory service experience, inclusive attitude and openness to diversity.
- Comfortable sharing knowledge and interest in helping colleagues develop their skills.
Benefits
- We offer a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options.
- Employee Share Ownership Plan.
- Employee and Family Assistance Program.
- PREFERENTIAL BANKING SERVICES.
- Opportunities to get involved in community initiatives.
- Virtual sleep clinic.
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