Financial Services Expert

3 weeks ago


Montreal, Quebec, Canada National Bank Full time
About the Role

As a Senior Banking Advisor at National Bank, you will have the opportunity to live your ambitions and make a positive impact on the lives of your clients and colleagues. With your expertise in banking, you will offer a people-centric experience to branch clients and be a resource person for your colleagues.

Key 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
  • Evaluate and ensure adherence to compliance and risk management rules
About Your Team

Your team is committed to delivering exceptional service and building strong relationships with clients. You will work collaboratively with a team of experts specializing in investment, mortgage financing, and other areas to achieve this goal.

Career Advancement Opportunities

National Bank offers many career opportunities and encourages internal mobility. 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.

About Our Benefits

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.

  • 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


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