Banking advisor

National Bank of Canada; Montreal; On-site; CAD 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a Banking Advisor who is passionate about helping clients achieve their financial goals. This varied role emphasizes a people-centric approach, allowing you to make a positive impact on clients' lives. With opportunities for professional growth and development, you will engage in advisory services and resolve complex client needs. The supportive team environment fosters collaboration and offers personalized training to master banking solutions. Join a company that values inclusivity and employee feedback, and take the next step in your career while making a difference.

Benefits

Health and wellness programs

Insurance

Pension plans

Employee share ownership

Assistance programs

Preferential banking services

Community involvement opportunities

Telemedicine

Virtual sleep clinic

Qualifications

• Experience in advisory services with an inclusive attitude.
• Hold a mutual fund representative license or obtain it within three months.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Provide tailored solutions for Personal and Small Business clients.
• Ensure client satisfaction and refer clients to specialists.

Skills

Analytical Skills

Advisory Services

Client Satisfaction

Problem Solving

Education

College Diploma (DEC) or equivalent

Job description

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

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 opportunities for development. By obtaining your mutual fund representative license, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing 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, tailored insurance, and estate planning needs.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for specific needs.
• Adhere to compliance and risk management rules.

Your team

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

Our team values passionate people and bold ideas. We work together to help clients reach their goals and colleagues do what they love. We share knowledge and support each other.

After gaining experience as a Banking Advisor, many career paths are available, including promotion, role advancement, or transferring to another region or branch. We promote internal mobility and many opportunities for growth.

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

Prerequisites

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

Your benefits

In addition to competitive pay, you’ll be eligible for flexible benefits to promote well-being, including health and wellness programs, insurance, pension plans, employee share ownership, assistance programs, preferential banking services, community involvement opportunities, telemedicine, and a virtual sleep clinic.

We foster positive employee experiences through dynamic environments and collaboration tools. We value employee feedback and maintain open communication channels.

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. Our values of partnership, agility, and empowerment guide us, with inclusivity at our core. We are committed to accessibility and welcome all candidates. If you need accommodation, please inform us during your initial contact.

Come live your ambitions with us!