Professional Banking Consultant

2 weeks ago

Montreal, Quebec, Canada National Bank Full time

Embark on a dynamic career as a Banking Advisor at National Bank. As a key member of our team, you will play a vital role in shaping the financial futures of our clients.

About the Role

This is a varied and challenging position 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. You'll adopt a friendly approach and use your analytical skills to offer a people-centric experience for branch clients.

This role offers opportunities for development, including obtaining your mutual fund representative licence. By progressing in your role and expanding your responsibilities, particularly by performing mutual fund transactions, you will be able to make a meaningful contribution to the bank's success.

Key Responsibilities
  • Listen to clients' needs and resolve complex situations.
  • Give 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 your clients through the mortgage renewal or renegotiation process.
  • Ensure client satisfaction and engagement.
  • Refer your clients to your specialist colleagues for their specific needs.
  • Ensure adherence to compliance and risk management rules.
Your Team

The branch is open one evening a week, offering flexibility and variety in your work schedule. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager, who will provide guidance and support throughout your career.

As part of our dynamic team, you will work with a group of experts specializing in investment, mortgage financing, and other areas. We value passionate people and bold ideas, and we work together to ensure our clients reach their goals and colleagues do what they love.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You'll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

Requirements
  • Hold a college diploma (DEC) or equivalent.
  • Hold 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.
  • Advisory service experience, inclusive attitude and openness to diversity.
Compensation and Benefits

We offer competitive compensation, including an estimated annual salary of $56,000 - $66,900, based on your location and experience. In addition to a comprehensive benefits package, you will have access to:

  • A 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

National Bank is 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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