Bank advisor

Banque Nationale du Canada; Montreal; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking passionate individuals for the role of Banking Advisor. This position offers a dynamic work environment where you can leverage your analytical skills to provide exceptional service to clients. You will engage with clients to understand their needs and offer tailored financial solutions, contributing to their financial well-being. With a strong emphasis on career growth and development, you will have opportunities to advance your career through mentorship and training. Join a team that values diversity and inclusion, fostering a positive workplace culture where your ideas are welcomed and encouraged.

Benefits

Health and Wellness Programs

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential Banking Services

Community Involvement Opportunities

Virtual Sleep Clinic

Qualifications

• Hold a college diploma or equivalent.
• Experience in advisory services and openness to diversity.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Provide tailored solutions for Personal and Small Business clients.

Skills

Brand Ambassadorship

Business Development

Client Education

Results-Driven Approach

Finance

Information Analysis

Investments

Personal Banking

Proposal Generation

Retirement Planning

Teamwork

Client Focus

Oral Communication

Solution Implementation

Education

College Diploma (DEC) or equivalent

Mutual Fund Representative License

Job description

Area of Interest:

Advisory services, Personal banking

Overview

A career as a Banking Advisor at National Bank offers a varied role that allows you to pursue your ambitions and positively impact your clients and colleagues. You will adopt a friendly approach, utilizing your analytical skills to provide a people-centric experience for branch clients.

This role provides development opportunities. By obtaining your mutual fund representative license, if you don't already have it, you can advance in your role and expand your responsibilities, especially in mutual fund transactions.

Responsibilities

1. Listen to clients’ needs and resolve complex situations.
2. Provide advice and suitable solutions for Personal and Small Business clients regarding transactions, investments, personal financing, tailored insurance, and estate planning.
3. Support clients during mortgage renewals or renegotiations.
4. Ensure client satisfaction and engagement.
5. Refer clients to specialist colleagues for specific needs.
6. Adhere to compliance and risk management rules.

Your Team

The branch operates one evening a week and on Saturdays. Work schedules vary depending on team availability. The position reports to the Branch Manager and involves collaboration with experts in investment, mortgage financing, and other areas.

Our team values passionate individuals and bold ideas. We work together to help clients achieve their goals and colleagues enjoy their work. Knowledge sharing and mutual support are fundamental to us.

Career Development

After gaining experience as a Banking Advisor, many opportunities are available, including role advancement, promotions, or transfers to other regions or branches. We promote internal mobility and career growth.

Training and Development

Our training programs focus on on-the-job learning, with personalized content on banking solutions and advisory approaches. You will also benefit from colleagues' diverse expertise and backgrounds to support your ongoing development.

Prerequisites

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) license; if not, you must obtain it within three months of hiring, with a full refund upon successful acquisition.
• Experience in advisory services, an inclusive attitude, and openness to diversity.

Languages

French, Greek

Reason: You will serve clients who speak languages other than French regularly.

Skills

Key skills include brand ambassadorship, business development, client education, results-driven approach, finance, funding, information analysis, investments, personal banking, proposal generation, retirement planning, teamwork, client focus, oral communication, and solution implementation.

Benefits

Along with competitive compensation, you will have access to flexible benefits such as health and wellness programs, Employee Share Ownership Plan, Employee and Family Assistance Program, preferential banking services, community involvement opportunities, and a virtual sleep clinic, among others.

Our Culture

We foster a positive employee experience through dynamic environments and advanced collaboration tools. We value employee ideas, feedback, and ongoing communication.

Our Values and Commitments

As a human-scale bank, we stand out for courage, entrepreneurial spirit, and passion for people. Our mission is to positively impact lives, guided by our core values of partnership, agility, and empowerment, with inclusivity at the heart. We ensure a barrier-free, accessible workplace and fully accessible recruitment process. If you need accommodation, inform us during your initial conversations. We welcome all candidates!

Why Join Us?

Career Growth

Numerous opportunities exist for progression through on-the-job learning, training, mentorship, and internal career events.

Diversity and Inclusion

We celebrate and value each person's unique qualities, fostering an inclusive environment. We welcome all candidates! What can you bring to our team?

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