Banking advisor

National Bank of Canada; Terrebonne; On-site; CAD 50,000 - 70,000; Full time

Job summary

Join a leading bank as a Banking Advisor, where you'll provide tailored financial solutions to clients. This role emphasizes client satisfaction and offers opportunities for professional growth, including obtaining a mutual fund representative licence. Enjoy a dynamic work environment that values collaboration and inclusivity, with comprehensive benefits for you and your family.

Benefits

Health programs

Insurance

Pension plans

Employee share ownership

Assistance programs

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence or obtain it within three months.
• Experience in advisory services and openness to diversity.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Advise and offer suitable solutions for clients.
• Support clients through mortgage renewal processes.

Skills

Analytical skills

Client satisfaction

Advisory services

Education

College diploma (DEC) or equivalent

Mutual fund representative licence

Job description

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

6 days ago Be among the first 25 applicants.

A career as a Banking Advisor at National Bank offers a varied role that allows you to live your ambitions and positively impact your own life as well as those of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills to provide a people-centric experience for branch clients.

This role provides opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress and expand your responsibilities, especially by handling mutual fund transactions.

• Listen to clients’ needs and resolve complex situations.
• Advise and offer 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 two evenings a week and Saturdays on rotation. Work schedules vary depending on team availability. Candidates must be willing to work within a 40 km radius if necessary. This position reports to the Branch Manager and involves working with a team of experts in investment, mortgage financing, and other areas.

Our team values passionate people and bold ideas. We collaborate 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 paths are available, including advancement, promotion, or transfers to other regions or branches. We promote internal mobility and offer various career development opportunities.

Our training programs focus on on-the-job learning to help you master your role. You will access personalized training on banking solutions and advisory techniques, supported by colleagues with diverse expertise and backgrounds.

Prerequisites

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

Your benefits

Along with competitive compensation, you’ll have access to flexible benefits promoting wellbeing for you and your family, including health programs, insurance, pension plans, employee share ownership, assistance programs, and more.

Our work environments are dynamic, fostering collaboration and feedback. We prioritize accessibility and inclusivity, ensuring a barrier-free workplace and accommodating needs during the recruitment process.

Come live your ambitions with us and be part of a bank that values partnership, agility, empowerment, and inclusivity.