Banking advisor

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

Job summary

An established industry player is seeking a Banking Advisor to deliver exceptional client experiences and drive personal and small business banking solutions. This role emphasizes a people-centric approach, allowing you to utilize your analytical skills to meet diverse client needs. With opportunities for professional growth and development, including obtaining a mutual fund representative license, you'll play a vital role in enhancing client satisfaction and engagement. Join a collaborative team that values passion and inclusivity, and make a positive impact on the lives of clients and colleagues alike.

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 with a client-focused approach.
• Ability to resolve complex situations and ensure client satisfaction.

Responsibilities

• Listen to clients’ needs and provide tailored financial solutions.
• Ensure adherence to compliance and risk management rules.

Skills

Brand Ambassadorship

Business Development

Client Education

Driving Results

Funding

Investments

Mortgage Lending

Personal Banking

Proposal Generation

Teamwork

Education

College diploma (DEC) or equivalent

Job description

Area of Interest:

Advisory services, Personal banking

Role Overview

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 licence, 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.

Responsibilities

1. Listen to clients’ needs and resolve complex situations.
2. Provide advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance, and estate planning needs.
3. Ensure client satisfaction and engagement.
4. Refer clients to specialist colleagues for specific needs.
5. Ensure adherence to compliance and risk management rules.

Your Team

The branch is open one evening a week. Work schedules vary depending on team availability. You will report to the Branch Manager and work 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 our clients reach their goals and support colleagues. We share knowledge and assist each other.

Career Development

After gaining experience as a Banking Advisor, many options are available, including role advancement, promotion, or internal mobility within the bank. We offer many training programs, including on-the-job learning and personalized content on banking solutions and advisory skills, supported by diverse colleagues.

Prerequisites

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

Languages

French

Skills

Brand Ambassadorship, Business Development, Client Education, Driving Results, Funding, Investments, Mortgage Lending, Personal Banking, Proposal Generation, Readiness, Small Business, Teamwork, Client Engagement, Client-focused, Standards, Compliance

Benefits

In addition to competitive compensation, new hires are eligible for 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 work environment and collaboration tools foster a positive experience. We listen to employee feedback through surveys and programs.

Our Values

We are a human-scale bank known for courage, entrepreneurship, and passion for people. Our mission is to positively impact lives. We value partnership, agility, empowerment, and inclusivity, ensuring a barrier-free workplace. We welcome all candidates and offer accommodations during the recruitment process.

Career Path and Diversity

We provide opportunities for growth through training, mentoring, internal career days, and discussion forums. We celebrate diversity and inclusion, valuing each person’s unique qualities. Sign up for updates and personalize your job search experience with alerts.