Associate Advice Center Manager

National Bank of Canada; Salaberry-de-Valleyfield; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking an Associate Advice Centre Manager to lead the Advice Centre, coach the team daily, and align actions with the bank's vision. You will guide advisors to reach their objectives and develop a client-centric culture.

The role emphasizes coaching, driving exceptional client experiences, compliance, and teamwork. You will work in-branch with flexible schedules and opportunities to grow toward leading a larger advisory operation.

Qualifications

• College diploma (DEC) and 6-7 years of experience, or a bachelor's degree with 3-4 years of experience.
• Mutual fund representative (MFR) certification is required.
• Strong leadership and coaching experience in a banking/advisory setting.
• Ability to motivate a team and deliver an excellent client experience.

Responsibilities

• Coach banking advisors daily and guide their career paths.
• Motivate team to deliver exceptional client experiences.
• Promote advisory approach of the banking advisor model.
• Ensure engaging client experiences and build lasting relationships.
• Promote teamwork to achieve objectives and manage risk.

Skills

Coaching

Team leadership

Customer experience

Problem solving

Communication

French language

Education

College diploma (DEC) + 6-7 years exp

Bachelor's degree + 3-4 years exp

Tools

Mutual fund licensing (MFR)

Job description

As an Associate Advice Centre Manager, you’ll manage your Advice Centre and play a strategic role by guiding your team and helping each member achieve their objectives. With an approach focused on listening and daily coaching, you can help your team develop professionally while ensuring the Bank's vision is applied. You’ll be a driving force in the group's success by creating an environment that encourages everyone to perform and develop.

You’ll share responsibility for managing the Advice Centre, while developing your expertise through coaching and giving advice, with the career goal of leading a larger advice centre.

Your role:

• Coach banking advisors and support them daily and in their career path to help them reach their full potential.
• Motivate your team to ensure an exceptional client experience
• Promote and foster the advisory approach of the banking advisor model
• Ensure an engaging client experience, develop lasting relationships and ensure proximity to clients.
• Promote synergy and work as a team to achieve the objective.
• Ensure compliance with identification, security and privacy standards to protect client and banking data and manage risk.
• Proactively identify workforce needs, and with the Advice Centre Manager, develop an action plan to address them.
• Support and coach the team in canvassing activities and making proactive contacts.
• Represent the Bank professionally with clients and potential external candidates.

Your team

Join us and benefit from working with a large established company, covering an extensive territory (with all the potential it has to offer), and enjoying flexible working conditions, while helping local people build their lives. Our practical training programs help you master your job, with personalized content for continuous learning. You’ll have access to colleagues with a wide range of expertise to enrich your development in all aspects.

In-person work

This position requires you to be present at the branch to meet operational needs. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer work schedules to help you achieve work/life balance and flexible time off that you can take when it's important to you.

Prerequisites

• College diploma in a 3-year technical program (DEC) and 6-7 years of experience OR bachelors degree and 3-4 years of experience
• Be a mutual fund representative (MFR)
• Extensive experience in team management and/or coaching
• Expertise in banking services, the advisory approach and business development.
• Ability to motivate a team.
• Ability to understand a problem and implement effective solutions to solve it.
• Ability to work in collaboration with various internal and external partners.

Languages: French

Required skills: Client-focused, Critical Thinking, Decision Making, Diversity & Inclusion, Emotional Intelligence, Learning Agility, Managerial Courage, Mobilization, Partner Development, Problem Solving, Resiliency, Risk Management, Strategy Execution, Stress Management

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 such as:

• 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
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!