Banking advisor

National Bank; Laval; On-site; CAD 45,000 - 60,000; Full time

Job summary

Join a leading bank as a Banking Advisor, where you'll provide tailored financial advice and support to clients. This role offers a diverse range of responsibilities, including handling investments and personal financing. You'll work in a collaborative team environment, with opportunities for professional growth and ongoing training. Enjoy a positive workplace culture that values inclusivity and employee feedback.

Benefits

Health and wellness programs

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community involvement opportunities

Virtual sleep clinic

Qualifications

• Experience in advisory services and openness to diversity.
• Must obtain MFR license within three months if not held.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Provide advice for personal and small business clients.
• Support clients through mortgage renewals.

Skills

Advisory Services

Client Satisfaction

Analytical Approach

Education

College diploma (DEC) or equivalent

Mutual fund representative (MFR) license

Job description

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A career as a Banking Advisor at National Bank

The role of a Banking Advisor at National Bank is diverse and offers opportunities for personal and professional growth. You will adopt a friendly and analytical approach to provide a people-centric experience to branch clients. Obtaining your mutual fund representative license can enable you to advance your responsibilities, including handling mutual fund transactions.

Job Responsibilities

1. Listen to clients’ needs and resolve complex situations.
2. Provide advice and suitable solutions for personal and small business clients, including transactions, investments, personal financing, insurance, and estate planning.
3. Support clients through mortgage renewals or renegotiations.
4. Ensure client satisfaction and engagement.
5. Refer clients to specialists for specific needs.
6. Adhere to compliance and risk management rules.

The Team

The branch operates one evening a week, with flexible schedules based on team availability. The position reports to the Branch Manager and collaborates with specialists in investment, mortgage financing, and other areas. The team values passionate individuals and encourages knowledge sharing and collaboration.

Career Development

After gaining experience, opportunities for advancement include promotion, role continuation, or internal mobility to other regions or branches. The organization offers ongoing training, including on-the-job learning and personalized content, supported by colleagues with diverse expertise.

Prerequisites

• College diploma (DEC) or equivalent.
• Mutual fund representative (MFR) license, with a three-month window to obtain it if not already held.
• Experience in advisory services, an inclusive attitude, and openness to diversity.

Benefits

• Health and wellness programs.
• Employee Share Ownership Plan.
• Employee and Family Assistance Program.
• Preferential banking services.
• Community involvement opportunities.
• Virtual sleep clinic.

National Bank emphasizes a positive, inclusive, and accessible work environment, valuing feedback and employee ideas. They are committed to a barrier-free workplace and encourage candidates requiring accommodations to communicate their needs.

Join us and live your ambitions!