Professional Financial Consultant

4 weeks ago


Bromont, Canada National Bank Full time
About This Opportunity

Are you looking for a challenging and rewarding career in the financial industry? We are seeking a highly motivated and experienced Banking Advisor to join our team at National Bank.

Job Summary

This is a full-time, permanent position that offers competitive compensation and a wide range of benefits. As a Banking Advisor, you will work with clients to understand their financial needs and provide personalized advice and solutions to help them achieve their goals.

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.
Requirements
  • Hold a college diploma (DEC) or equivalent.
  • Hold a mutual fund representative (MFR) licence – If not, obtain this licence within three months of hiring with a full refund once successfully obtained.
  • Advisory service experience, inclusive attitude and openness to diversity.
What You'll Get

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

  • 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.
About Us

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.



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