Retirement Stategy Advisor (On-Site)

National Bank; Saguenay; On-site; CAD 52,000 - 76,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank is seeking Banking Advisors to connect personally with clients and help them achieve financial goals. You will learn from specialists and grow through internal mobility in a supportive, people-first environment.

Expect evolving responsibilities and a structured career path with ongoing training and competitive benefits. As you progress, you’ll advise individuals and small businesses on day-to-day banking, investments, mortgage solutions and insurance needs while maintaining

Qualifications

• Having or obtaining a mutual fund licence (MFR) is essential if you want to access higher levels in this role
• College diploma (DEC) or equivalent
• Advisory service experience, inclusive attitude, and openness to diversity

Responsibilities

• Develop your expertise with responsibilities that evolve based on your level.
• Build personal and trust-based relationships with branch clients.
• Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day.
• Grow your career by following a structured path where you can progress in your role and get opportunities to move internally and be promoted.

Education

College diploma (DEC) or equivalent

Job description

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Area(s) of interest: Advisory services, Personal banking, Advisory services, Mortgage products

As a Banking Advisor at National Bank, you’ll embark on an evolving career path where you can make bold moves. As soon as you start, and throughout your development, as your experience and responsibilities increase, so will your salary.

In this role, you will be able to:

• Develop your expertise with responsibilities that evolve based on your level.
• Build personal and trust-based relationships with branch clients.
• Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day.
• Grow your career by following a structured path where you can progress in your role and get opportunities to move internally and be promoted.

Depending on your level, you will take on responsibilities that will evolve with your experience and expertise:

• Listen to client needs, ask the right questions and handle a variety of situations, including complex cases.
• Advise individuals and small businesses by offering tailored solutions, including day-to-day transactions, personal financing, investments, customized insurance coverage and simple estate planning needs.
• Support clients through the mortgage renewal or renegotiation process.
• Provide a consistent, personalized and satisfying experience for every interaction.
• Refer clients to the appropriate specialists (investments, mortgage, insurance) to ensure they receive the best possible service.
• Follow compliance, security and risk management rules in all your activities.

This posting covers multiple levels of Banking Advisor positions. Compensation is based on the level of the position and experience, and includes a competitive base salary, annual increases, a bonus, and a comprehensive benefits package.

Your team

As a banking advisor, you will work closely with a team of specialists in investments, mortgage financing and other areas. This day-to-day synergy exposes you to a wide range of financial situations and quickly deepens your knowledge.

Through these interactions and on-the-job training programs, you’ll build your expertise in banking solutions, the advisory approach and client needs. As a result, you can advance in your career as a banking advisor, expand your skill set and move into roles with more responsibility.

And if you want to go even further, several paths are open to you: promotions, internal mobility, change of location or branch, or other possibilities that support your ambitions and professional development.

Prerequisites

• Having or obtaining a mutual fund licence (MFR) is essential if you want to access higher levels in this role
• College diploma (DEC) or equivalent
• Advisory service experience, inclusive attitude, and openness to diversity

Languages:

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

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Brand Ambassadorship Client Education Customer Relationship Management Driving Results Funding Investments Know Your Customer Personal Banking Client Engagement Digital literacy Empathy Learning Agility Collaboration Financial Solution Recommendation Customer Development

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?