National Bank | Banking advisor

9 hours ago

montréal pointeauxtrembles, 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 two evenings 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

  • National Bank | Banking advisor

    1 day ago

    montréal (pointe-aux-trembles), 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...

  • National Bank | Banking advisor

    15 hours ago

    montréal (pointe-aux-trembles), 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

    3 days ago

    Pointe-Aux-Trembles, 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

    3 weeks ago

    Pointe-aux-trembles, Canada National Bank of Canada 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

    4 months ago

    Pointe-aux-trembles, Canada National Bank of Canada 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

    Pointe-aux-Trembles, Quebec, H1A, Montréal, 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...

  • National Bank | Senior banking advisor

    1 day ago

    montréal, Canada National Bank Full time

    A career as a Senior 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. With your expertise in banking, you’ll offer a people-centric experience to branch clients and be a resource person for your colleagues. Your job ...

  • National Bank | Senior banking advisor

    9 hours ago

    montréal, Canada National Bank Full time

    A career as a Senior 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. With your expertise in banking, you’ll offer a people-centric experience to branch clients and be a resource person for your colleagues. Your job ...

  • National Bank | Senior banking advisor

    15 hours ago

    montréal, Canada National Bank Full time

    A career as a Senior 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. With your expertise in banking, you’ll offer a people-centric experience to branch clients and be a resource person for your colleagues. Your job ...

  • National Bank | Banking Advisor Jobs for Indigenous People

    1 day ago

    montréal, Canada National Bank Full time

    As part of initiatives to promote inclusion and equity, we strongly encourage people who identify as Indigenous to apply to work at National Bank. This job listing is reserved for people who identify themselves as such.“Indigenous People" is a collective name for the original peoples of North America and their descendants. This includes First Nations,...

  • National Bank | Banking Advisor Jobs for Indigenous People

    9 hours ago

    montréal, Canada National Bank Full time

    As part of initiatives to promote inclusion and equity, we strongly encourage people who identify as Indigenous to apply to work at National Bank. This job listing is reserved for people who identify themselves as such.“Indigenous People" is a collective name for the original peoples of North America and their descendants. This includes First Nations,...

  • National Bank | Banking Advisor Jobs for Indigenous People

    15 hours ago

    montréal, Canada National Bank Full time

    As part of initiatives to promote inclusion and equity, we strongly encourage people who identify as Indigenous to apply to work at National Bank. This job listing is reserved for people who identify themselves as such.“Indigenous People" is a collective name for the original peoples of North America and their descendants. This includes First Nations,...

  • Banking Advisor

    1 day ago

    Cap-aux-Meules, Canada National Bank Full time

    Youtube VideoA 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...

  • Banking Advisor

    11 hours ago

    Cap-Aux-Meules, Canada National Bank Full time

    Youtube Video   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: ...

  • Banking Advisor

    12 hours ago

    Cap-aux-Meules, Canada National Bank Full time

    Youtube Video   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: ...

  • Banking Advisor

    9 hours ago

    Cap-aux-Meules, Canada National Bank Full time

    Youtube Video   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: ...

  • National Bank | Sales Support Advisor

    1 day ago

    montréal, Canada National Bank Full time

    Please note that this is a 6 month temporary assignment. A career as a Sales Support Advisor in the National Bank Trust team, a business line of Wealth Management at National Bank, means contributing concretely to achieving the sector's objectives. You will be responsible for addressing needs related to the digitization of the sector's processes and will...

  • National Bank | Sales Support Advisor

    9 hours ago

    montréal, Canada National Bank Full time

    Please note that this is a 6 month temporary assignment.  A career as a Sales Support Advisor in the National Bank Trust team, a business line of Wealth Management at National Bank, means contributing concretely to achieving the sector's objectives. You will be responsible for addressing needs related to the digitization of the sector's processes and will...

  • National Bank | Sales Support Advisor

    15 hours ago

    montréal, Canada National Bank Full time

    Please note that this is a 6 month temporary assignment. A career as a Sales Support Advisor in the National Bank Trust team, a business line of Wealth Management at National Bank, means contributing concretely to achieving the sector's objectives. You will be responsible for addressing needs related to the digitization of the sector's processes and will...

  • Banking Advisor

    17 hours ago

    Cap-aux-Meules, Canada National Bank of Canada Full time

    **Primary Locations**:Cap-aux-Meules, Quebec**: **Attendance**:On-site**: **Employee Status**:Temporary**: **Timeframe**:18 months**: **Schedule**:Part-time**: **Hours Number**:30**: 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...