Banking advisor

National Bank of Canada; Châteauguay; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Job summary

A prominent financial institution is seeking a Banking Advisor to support clients in transactions and investments. This role emphasizes a people-centric approach and requires a college diploma along with a mutual fund representative licence. You will work in a collaborative environment focused on client satisfaction and compliance. The position offers professional development, competitive compensation, and a comprehensive benefits package.

Qualifications

• Hold a mutual fund representative (MFR) licence within three months of hiring.
• Experience in advisory services with clients.
• Open to diversity and inclusion.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Give advice for clients' transaction and investment needs.
• Ensure client satisfaction and refer clients to specialists.

Skills

Advisory service experience

Analytical skills

Inclusive attitude

Education

College diploma (DEC) or equivalent

Mutual fund representative licence

Job description

Overview

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and positively impact your 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 opportunities for development. By obtaining your mutual fund representative licence, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions.

Your responsibilities

• 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.
• Ensure client satisfaction and engagement.
• Refer your clients to 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 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 topics such 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

• 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

In addition to competitive compensation, you’ll be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family.

Other information

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance

Industries: Banking

We’re an accessible and inclusive workplace. If you require accommodation, let us know during your first conversations with us. We welcome all candidates!

Location and date

Saint-Eustache, Quebec, Canada; St-Jean-Sur-Richelieu, Quebec, Canada (recent postings)