Banking advisor

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

Job summary

An established industry player seeks a Banking Advisor to provide personalized banking experiences. This role emphasizes client engagement, offering tailored solutions for personal and small business needs. You will develop your skills through ongoing training and mentorship, fostering a collaborative environment that values diversity and inclusion. With opportunities for career advancement and a supportive workplace, this position is perfect for those passionate about making a positive impact in clients' lives. Join a team that prioritizes people and innovation in the banking sector.

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 an inclusive attitude.
• Must obtain mutual fund representative license within three months.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Provide advice for Personal and Small Business clients.
• Ensure client satisfaction and engagement.

Skills

Brand Ambassadorship

Business Development

Client Education

Driving Results

Proposal Generation

Teamwork

Client Engagement

Digital Literacy

Empathy

Oral Communication

Education

College diploma (DEC) or equivalent

Mutual fund representative (MFR) license

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 development opportunities. 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 offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, insurance, and estate planning needs.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for their 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 and involves collaboration with specialists 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 enjoy their work. Knowledge sharing and mutual support are encouraged.

After gaining experience as a Banking Advisor, many career paths are available, including advancement within the role, promotion, or transfer to another region or branch. We promote internal mobility and provide many development opportunities.

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

Prerequisites

• College diploma (DEC) or equivalent
• Mutual fund representative (MFR) license – if not, you must obtain it within three months of hire, with a full refund upon successful licensing
• Experience in advisory services, an inclusive attitude, and openness to diversity

Languages: French

Skills

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Brand Ambassadorship, Business Development, Client Education, Driving Results, Proposal Generation, Readiness, Teamwork, Client Engagement, Client-focused, Digital Literacy, Empathy, Learning Agility, Oral Communication, Solution Implementation, Standards Compliance

In addition to competitive compensation, new hires are eligible for a range of flexible benefits, including:

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

Our benefits are designed to support your wellbeing and that of your family.

We foster a positive employee experience through dynamic work environments and modern collaboration tools. We value employee 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. Our core values are partnership, agility, and empowerment, with inclusivity at the center. We are committed to providing a barrier-free, accessible workplace.

Our recruitment process is fully accessible. If you require accommodations, please let us know during initial conversations. We welcome all candidates! What can you bring to our team?

Career Development Opportunities

Many opportunities exist for growth through on-the-job learning, training, mentorship, and internal events with leadership.

Inclusive and Diverse Environment

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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