Banking advisor

2 months ago

Repentigny South, Canada National Bank Full time
Youtube Video
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.
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 and on Saturday. 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
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

  • Banking Advisor

    6 months ago

    Victoriaville South, Canada National Bank Full time

    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 experience for branch clients. Your job: Greet clients and...

  • Banking advisor

    4 months ago

    Verdun South, Canada National Bank Full time

    Youtube Video 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...

  • Banking Advisor

    2 months ago

    Sainte-Thérèse-de-Blainville South, Canada National Bank Full time

    Youtube Video 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...

  • Banking Advisor

    2 months ago

    Sainte-Thérèse-de-Blainville South, Canada National Bank Full time

    Youtube VideoA 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...

  • Banking Advisor

    2 weeks ago

    Sainte-Thérèse-de-Blainville South, Canada National Bank Full time

    Youtube Video 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...

  • Banking Advisor

    7 days ago

    Repentigny, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Banking Advisor

    1 week ago

    Repentigny, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients...

  • Associate Financial Advisor

    5 months ago

    Repentigny, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Advisor

    7 days ago

    Repentigny, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service...

  • Mobile Mortgage Advisor

    6 months ago

    Repentigny, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Membership Advisor

    6 months ago

    South Surrey, Canada Fitness World Full time

    **Membership Advisor - Earn up to $75,000 in Annual Pay The Membership Advisor reports to the General Manager and ensures a best-in-class fitness experience for members by demonstrating the value Fitness World Signature offers. The MA does inbound and outbound sales activities to achieve their monthly targets. The MA is also responsible for the achievement...

  • Client Advisor

    1 week ago

    Repentigny, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer...

  • Operations Agent

    6 months ago

    Repentigny, Canada National Bank of Canada Full time

    A career as an Operations Agent at National Bank, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures. **Your job**: - Warmly welcome clients to the branch and direct them...

  • Operations Agent

    5 months ago

    Repentigny, Canada National Bank of Canada Full time

    A career as an Operations Agent at National Bank, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures. **Your job**: - Warmly welcome clients to the branch and direct them...

  • Financial Services Representative

    2 weeks ago

    Repentigny, Quebec, Canada National Bank Full time

    A career as a Banking Advisor at National Bank is a dynamic opportunity that offers a chance to make a positive impact on your own life and the lives of your clients and colleagues. You’ll adopt a customer-centric approach and utilize your analytical skills to deliver a personalized experience for branch clients.This role provides opportunities for...

  • Client Advisor

    4 weeks ago

    South Frontenac, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description*****Candidates must be mobile within the Kingston Community (Kingston and Sydenham)*****What is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening...

  • Branch Manager

    5 months ago

    Repentigny, Canada National Bank of Canada Full time

    **Your role** A career in management at National Bank means participating in the smooth running of your branch and ensuring daily listening and coaching. As Branch Manager, you are responsible for supporting and assisting the employees under your management in order to implement the Bank's strategic vision, while allowing your team to develop...

  • Expert Financial Services Specialist

    1 week ago

    Repentigny, Quebec, Canada National Bank Full time

    We are seeking a talented Banking Advisor to join our team at National Bank. As an Expert Financial Services Specialist, you will have the opportunity to live your ambitions and make a positive impact on the lives of our clients and colleagues.This role offers a varied experience that allows you to adopt a friendly approach and use your analytical skills to...

  • Client Advisor

    4 weeks ago

    Halifax South, Canada RBC Full time

    Job Summary What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help...

  • Professional Financial Services Representative

    2 weeks ago

    Repentigny, Quebec, Canada National Bank Full time

    Job OverviewWe are seeking a skilled Financial Services Advisor to join our team at National Bank. In this role, you will provide exceptional client service and advice on personal and business financial matters.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding their financial goals and needs.Analyze complex financial...