Lead Financial Services Advisor
2 weeks ago
Role Overview
">This is a career-defining opportunity as a Senior Legal Advisor at National Bank. The role offers the chance to live your ambitions and have a positive impact on people's lives.
">About the Job
">As a Banking Advisor, you will adopt a friendly approach and use analytical skills to offer a people-centric experience for branch clients. You'll provide expert advice and solutions for personal and small business clients, meeting their transaction, investment, personal financing, made-to-measure insurance, and estate planning needs.
">Your Responsibilities
">- ">
- Listen to clients' needs and resolve complex situations.">
- Give advice and offer appropriate solutions for Personal and Small Business clients.">
- 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.">
Your Team
">You'll work with a team of experts specializing in investment, mortgage financing, and other areas. Our team values passionate people and bold ideas, working together to ensure clients reach their goals and colleagues do what they love.
">Career Advancement Opportunities
">After gaining necessary experience, many options will be available to you, including advancing in the same role, getting promoted, or moving to another region or branch.
">What We Offer
">Competitive compensation: $49,000 - $60,700 per year. A wide range of flexible benefits to promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, generous pension plans, employee share ownership plans, employee and family assistance programs, preferential banking services, opportunities to get involved in community initiatives, telemedicine services, and virtual sleep clinics.
">Why Choose 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 people's lives. We offer a barrier-free workplace that is accessible to all employees.
">About Your Qualifications
">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, an inclusive attitude, and openness to diversity are essential.
">Your Benefits
">In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits, 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.">
Join Our Community
">We actively listen to employees' ideas and encourage regular feedback and ongoing communication. We're putting people first and welcome all candidates who want to live their ambitions with us.
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