Banking advisor
2 days ago
Attendance On-Site Job number 26743 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 28-May-2025 $ 49000 $ 60700 Salary: $ 49000 - $ 60700 per year Location: Dollard-Des-Ormeaux, Quebec City Dollard-Des-Ormeaux Province/State Quebec Area(s) of interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a 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. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions. Your job: 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. 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 and Saturday until 3pm. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas. Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other. After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility. 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. Prerequisites 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 Languages: English, French Reason to require this language: you will need to serve clients who speak a language other than French regularly. Skills Brand Ambassadorship Business Development Client Education Driving Results Funding Insurance Investments Mortgage Lending Personal Banking Proposal Generation Readiness Small Business Teamwork Treasury Management Client Engagement Your 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 These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first 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. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? Come live your ambitions with us
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Banking Advisor
4 weeks ago
Dollard-des-Ormeaux, Canada Banque Nationale du Canada Full timeArea(s) of interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a versatile 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. You’ll adopt a friendly approach, listen actively and offer a people-centric...
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Banking Advisor
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Dollard-des-Ormeaux, Canada TD Full timeA leading banking institution in Dollard-des-Ormeaux seeks a Personal Banking Associate to build and maintain impactful customer relationships. The role involves guiding customers through banking solutions, handling day-to-day transactions, and supporting the team with accurate service delivery. Ideal candidates possess customer service and communication...
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Personal Banking Advisor: Help Customers Thrive
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Part-Time Personal Banker
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Dollard-des-Ormeaux, Canada TD Full timeA leading financial institution in Dollard-des-Ormeaux is seeking a Personal Banking Associate. The role requires guiding customers through banking needs and promoting digital solutions. Candidates should have a High School diploma and relevant experience, with proficiency in MS Office. Strong communication skills and the ability to handle multiple tasks in...