Banking advisor

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

Job summary

An established industry player seeks enthusiastic Banking Advisors to deliver exceptional client experiences. In this engaging role, you will leverage your analytical skills to provide personalized banking solutions, helping clients navigate their financial needs. With a strong emphasis on career development, the bank offers opportunities for advancement and a supportive environment that values diversity and inclusivity. Join a team that prioritizes collaboration and knowledge sharing, where your contributions can significantly impact the lives of clients and colleagues alike. Embark on a fulfilling career path that encourages growth and innovation.

Benefits

Health and wellness programs

Employee share ownership

Assistance programs

Preferential banking services

Community involvement opportunities

Virtual health services

Qualifications

• Hold a college diploma and a mutual fund representative license.
• Experience in advisory services and openness to diversity.

Responsibilities

• Advise clients on personal and small business banking solutions.
• Support clients through mortgage renewal processes.

Skills

Brand Ambassadorship

Business Development

Client Education

Driving Results

Finance

Information Analysis

Investments

Mortgage Lending

Personal Banking

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 offers a varied role that enables you to pursue your ambitions and positively impact your life, as well as those of your clients and colleagues. You will adopt a friendly approach and utilize 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 do not already have it, you can advance in your role and expand your responsibilities, particularly by handling mutual fund transactions.

1. Listen to clients’ needs and resolve complex situations.
2. Advise and offer suitable solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance, and estate planning needs.
3. Support clients through mortgage renewal or renegotiation processes.
4. Ensure client satisfaction and engagement.
5. Refer clients to specialist colleagues for their specific needs.
6. Adhere to compliance and risk management rules.

Your team

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

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

After gaining experience as a Banking Advisor, numerous career options become available, including role advancement, promotion, or transfers to other regions or branches. We promote internal mobility and offer many career development opportunities.

Our training programs emphasize on-the-job learning to help you master your role. You will have access to personalized training on banking solutions and advisory techniques, along with colleagues with diverse expertise and backgrounds to support your growth.

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
• Advisory service experience, an inclusive attitude, and openness to diversity

Languages and Skills

Proficiency in required languages; skills include Brand Ambassadorship, Business Development, Client Education, Driving Results, Finance, Information Analysis, Investments, Mortgage Lending, Personal Banking, Proposal Generation, Readiness, Small Business, Teamwork, Treasury Management, Client Engagement.

In addition to competitive compensation, you’ll be eligible for a range of flexible benefits to support your well-being and that of your family, including health and wellness programs, employee share ownership, assistance programs, preferential banking services, community involvement opportunities, and virtual health services.

Our dynamic work environment and advanced collaboration tools foster a positive employee experience. We value employee feedback through surveys and ongoing communication.

We're putting people first

As a human-centered bank, we are known for our courage, entrepreneurial spirit, and passion for people. Our mission is to positively impact lives. We uphold values of partnership, agility, empowerment, and inclusivity, ensuring a barrier-free workplace accessible to all. We are committed to accessible recruitment processes and welcome all candidates. What can you contribute to our team?

Join us to live your ambitions!

Why work at National Bank?

Supportive environment for your career development

Opportunities for growth include on-the-job learning, co-development, mentoring, career days, and leadership forums.

Inclusive and diverse culture

We celebrate and value each person’s unique qualities, visible or invisible. We welcome all candidates. What can you bring to our team?

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