Banking advisor

National Bank of Canada; Mont-Saint-Hilaire; On-site; CAD 50,000 - 65,000; Full time

Job summary

A leading bank in Canada is seeking a Banking Advisor to provide tailored financial advice to personal and small business clients. This role involves resolving client needs, offering investment solutions, and ensuring compliance with regulations. The ideal candidate will hold a college diploma and be open to obtaining a mutual fund representative license. Join a team that values inclusivity and offers competitive compensation with flexible benefits.

Benefits

Health and Wellness Programs

Insurance

Pension Plans

Employee Share Ownership

Assistance Programs

Qualifications

• Experience in advisory services and openness to diversity.
• Obtain mutual fund representative license within 3 months.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Provide advice on transactions, investments, and financing.
• Ensure client satisfaction and engagement.

Skills

Advisory Services

Client Satisfaction

Problem Solving

Education

College Diploma (DEC)

Job description

Join to apply for the Banking Advisor role at National Bank of Canada.

This role offers opportunities for development, including obtaining your mutual fund representative license to expand responsibilities, particularly 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, financing, insurance, and estate planning.
3. Support clients through 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

Work with a team of experts in a flexible schedule, reporting to the Branch Manager. Collaborate daily with specialists in investment, mortgage financing, and other areas.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) license or obtain within three months of hiring, with full refund upon successful licensing.
• Experience in advisory services, an inclusive attitude, and openness to diversity.

Benefits

Competitive compensation plus a range of flexible benefits, including health and wellness programs, insurance, pension plans, employee share ownership, assistance programs, and more.

We foster a positive employee experience with modern work environments and collaboration tools, valuing feedback and ongoing communication.

Our Values

We are a human-scale bank committed to having a positive impact, with core values of partnership, agility, empowerment, and inclusivity. We provide accessible, barrier-free workplaces and recruitment processes.

Come live your ambitions with us!