Banking advisor

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

Job summary

An established industry player is seeking a Banking Advisor to join their team in Brossard. This role is perfect for individuals who thrive on helping clients achieve their financial goals while developing their own skills. You will engage with clients, offering personalized banking solutions and support, while also having the opportunity to grow within the organization. With a commitment to diversity and inclusion, this forward-thinking bank fosters a collaborative environment where your contributions are valued. If you're passionate about banking and client service, this is the perfect opportunity to make a positive impact in the community.

Benefits

Health programs

Employee share plans

Assistance programs

Community involvement opportunities

Virtual sleep clinics

Qualifications

• Experience in advisory services with a focus on personal and small business banking.
• Ability to listen to clients' needs and resolve complex situations.

Responsibilities

• Provide advice and solutions for personal and small business clients.
• Support clients during mortgage renewal or renegotiation.
• Ensure client satisfaction and engagement.

Skills

Brand Ambassadorship

Business Development

Communication

Customer Relationship Management

Emotional Intelligence

Personal Banking

Client Engagement

Digital literacy

Teamwork

Education

College diploma (DEC) or equivalent

Job description

Area 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 to offer a people-centric experience for branch clients.

This role offers development opportunities. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress and expand your responsibilities, especially in mutual fund transactions.

• Listen to clients’ needs and resolve complex situations.
• Provide advice and suitable solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, insurance, and estate planning needs.
• Support clients during mortgage renewal or renegotiation.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for specific needs.
• Adhere to compliance and risk management rules.

Your team

The branch operates one evening a week. Work schedules vary depending on team needs. 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 reach their goals and colleagues enjoy their work. Knowledge sharing and mutual support are fundamental to our culture.

After gaining experience, many career advancement options are available, including role progression, promotions, or transfers. We support internal mobility and career growth.

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

Prerequisites

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence – 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

Skills

Key skills include: Brand Ambassadorship, Business Development, Communication, Customer Relationship Management, Diversity & Inclusion, Driving Results, Emotional Intelligence, Personal Banking, Small Business, Teamwork, Client Engagement, Client-focused approach, Digital literacy, Initiative, Know Your Customer, Verification.

We offer competitive compensation and a range of flexible benefits to support your well-being and that of your family, including health programs, employee share plans, assistance programs, banking services, community involvement opportunities, virtual sleep clinics, and more.

Our work environment fosters collaboration and innovation, with regular feedback and open communication to enhance employee experience.

We're putting people first

As a human-scale bank, we stand out for our courage, entrepreneurial spirit, and passion for people. Our mission is to positively impact lives, guided by values of partnership, agility, empowerment, and inclusivity. We are committed to accessibility and barrier-free workplaces, welcoming all candidates and providing accommodations during the recruitment process.

We offer many opportunities for career growth through training, mentorship, internal events, and leadership discussions.

Our commitment to diversity and inclusion

We celebrate each person’s unique qualities and foster an inclusive environment. We welcome all candidates and encourage you to bring your unique perspective to our team.

Sign up for updates on career opportunities and events, complete your profile for personalized job alerts, and start your journey with us.