Banking Advisor

National Bank of Canada; Val-d'Or; On-site; CAD 49,000 - 60,700; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community initiative involvement

Telemedicine service

Virtual sleep clinic

Job summary

A leading financial institution in Val-d'Or seeks a Banking Advisor to provide tailored solutions to clients' financial needs. The role involves listening to clients, offering personalized advice, and ensuring compliance with regulations. Ideal candidates should have a college diploma, advisory experience, and be fluent in French. This position offers a positive team environment, continuous training opportunities, and various benefits including health programs and a pension plan.

Qualifications

• Required to hold a college diploma (DEC) or an equivalent qualification.
• Experience in advisory services is essential, with a focus on inclusivity.

Responsibilities

• Listen to clients' needs and resolve complex situations.
• Provide appropriate solutions for clients' various financial needs.
• Ensure client satisfaction and adherence to compliance rules.

Skills

Advisory service experience

Inclusive attitude

Analytical skills

Ability to listen and resolve complex situations

Fluent in French

Education

College diploma (DEC) or equivalent

Job description

Overview

Compensation: Between $49,000 - $60,700 per year.

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.

Additional required languages: French.

Your job

• Listen to clients’ needs and resolve complex situations.
• Give 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.
• Ensure client satisfaction and engagement.
• Refer your clients to your specialist colleagues for their specific needs.
• Ensure adherence to compliance and risk management rules.

Your team

The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.

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

Career path and training

After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on topics such as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

Prerequisites

• Hold a college diploma (DEC) or equivalent
• Advisory service experience, inclusive attitude and openness to diversity

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Work environment and accessibility

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We are a barrier-free workplace accessible to all employees. If you require accommodation, please let us know during your first conversations with us. We welcome all candidates!

Come live your ambitions with us!