Banking advisor

Banque Nationale du Canada; Montreal; On-site; CAD 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a Banking Advisor to provide personalized banking solutions and foster strong client relationships. This role emphasizes a people-centric approach, leveraging analytical skills to meet diverse client needs in personal banking and advisory services. With opportunities for growth and development, including obtaining a mutual fund representative license, this position offers a dynamic work environment that values collaboration and inclusivity. Join a team that prioritizes client satisfaction and supports your professional journey while making a positive impact on the community.

Benefits

Flexible benefits

Health programs

Employee share plans

Assistance programs

Community involvement opportunities

Wellness initiatives

Qualifications

• Hold a college diploma or equivalent.
• Experience in advisory services with an inclusive attitude.

Responsibilities

• Provide advice and solutions for personal and small business clients.
• Listen to clients’ needs and resolve complex situations.
• Ensure client satisfaction and engagement.

Skills

Brand Ambassadorship

Business Development

Client Education

Information Analysis

Mortgage Lending

Personal Banking

Retirement Planning

Client Engagement

Standards Compliance

Education

College Diploma (DEC) or equivalent

Job description

Area of Interest: Advisory services, Personal banking

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, insurance, and estate planning needs.
• Support clients through mortgage renewal or renegotiation processes.
• 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 and on Saturdays. 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 individuals and bold ideas. We work together to help clients reach their goals and colleagues do what they love. Knowledge sharing and mutual support are fundamental to our culture.

After gaining experience as a Banking Advisor, many career options are available, including role advancement, promotion, or internal mobility across regions or branches. We promote internal growth and development.

Our training combines on-the-job learning with personalized content on banking solutions and advisory skills to support your ongoing development. You will also benefit from colleagues with diverse expertise and backgrounds.

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 certification.
• Experience in advisory services, an inclusive attitude, and openness to diversity.

Languages: You should be proficient in the required language(s) to serve clients who speak languages other than French.

Skills

Key skills include: Brand Ambassadorship, Business Development, Client Education, Driving Results, Information Analysis, Mortgage Lending, Personal Banking, Retirement Planning, Small Business, Treasury Management, Client Engagement, Solution Implementation, Standards Compliance, and Knowledge of Products and Services.

In addition to competitive pay, new hires are eligible for a range of flexible benefits aimed at promoting wellbeing for you and your family, including health programs, employee share plans, assistance programs, banking services, community involvement opportunities, and wellness initiatives.

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

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, guided by our values of partnership, agility, and empowerment. Inclusivity is central to our culture. We provide accessible workplaces and recruitment processes, and we welcome all candidates. Let us know if you need accommodations during the hiring process.

Career development opportunities

We offer varied opportunities for growth through on-the-job learning, training, mentorship, internal career days, and leadership forums.

Diversity and inclusion

We celebrate and value each person’s unique qualities. We encourage all candidates to apply and bring their unique perspectives to our team.

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