Financial Services Representative
6 days ago
A career as a Banking Advisor at National Bank offers a dynamic and 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.
As a key member of our team, you will adopt a friendly approach and use your analytical skills to offer a people-centric experience for branch clients. Your primary responsibility will be to provide expert advice and solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance, and estate planning needs.
You will be responsible for listening to clients' needs and resolving complex situations, providing tailored advice and solutions to meet client objectives, supporting clients through the mortgage renewal or renegotiation process, ensuring client satisfaction and engagement, referring clients to specialist colleagues when necessary, and ensuring adherence to compliance and risk management rules.
Your team is comprised of experts specializing in investment, mortgage financing, and other areas. On a day-to-day basis, you will work collaboratively with your team members to ensure our clients reach their goals and colleagues do what they love. We value passionate people and bold ideas, and our inclusive environment fosters open communication and knowledge sharing.
We offer many career opportunities, including advancement within the same role, promotion, or movement to another region or branch. Our training programs utilize on-the-job learning to help you master your role, providing access to personalized training content on topics such as banking solutions and the advisory approach to support ongoing learning.
To succeed in this role, you will require a college diploma (DEC) or equivalent, advisory service experience, an inclusive attitude, and openness to diversity. Strong communication and interpersonal skills are essential, as is proficiency in English (primary language), French (secondary language). You will also possess strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family. These include a health and wellness program, 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, and virtual sleep clinic.
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. We value partnership, agility, and empowerment, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees and actively listen to employees' ideas to foster a positive employee experience.
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