Banking advisor

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 in order 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.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.Support your clients through the mortgage renewal or renegotiation process.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 teamThe 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.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 such topics 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.PrerequisitesHold a college diploma (DEC) or equivalentHold a mutual fund representative (MFR) licence – If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained itAdvisory service experience, inclusive attitude and openness to diversitySkillsPress space or enter keys to toggle section visibility
Accountability
Brand Ambassadorship
Business Development
Client Education
Client Engagement
Client-focused
Communication
Customer Relationship Management
Digital literacy
Diversity & Inclusion
Driving Results
Emotional Intelligence
Empathy
Funding
Humility
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Your benefits Press space or enter keys to toggle section visibility 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.
Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual 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.
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're putting people first:Press space or enter keys to toggle section visibility 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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us,and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us! Why work at National Bank?For an environment that supports your career pathThere are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.For an inclusive and diverse environmentWe foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?Sign up to get information on what’s new for your career and our events.Complete your profile for a personalized experience and search made easy with job alerts relevant to you.
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