Advisor, Broker Channels (CEC)
Top Benefits
About the role
A career as an Advisor, Broker Channels in the call center at National Bank means fulfilling your ambitions while helping improve the lives of our clients, your colleagues, and yourself.
Through your warm approach and the quality of your remote advisory services, you act as the first point of contact for new clients who begin their relationship with National Bank after securing their mortgage financing through an external broker.
Your Role:
Deliver a high-quality client experience by simplifying and explaining the key elements related to their new mortgage financing through various communication channels.
Identify client needs and guide them toward the most appropriate distribution channel for their situation, to strengthen their engagement with the Bank.
Stay informed on trends and developments in the Canadian financial industry in order to propose relevant and tailored solutions.
Develop a strong expertise in the Bank’s products and services and clearly demonstrate their value based on the specific needs of each client.
Your Team: You will be part of a growing and evolving team that is passionate about financial advice and building strong client relationships. Reporting to the Manager, you will benefit from a structured development path and tailored coaching to deepen your knowledge of our solutions and enhance your advisory approach.
Your work schedule typically falls between Monday and Thursday, from 9:00 a.m. to 8:00 p.m., and Friday from 8:00 a.m. to 6:00 p.m. The schedule is variable and provided three weeks in advance. It includes one evening shift per week until 8:00 p.m.
Qualifications:
College diploma (DEC) with three years of experience, or university certificate with two years of experience, or bachelor’s degree with one year of experience.
Experience in client advisory roles, ideally within the financial services industry.
Knowledge of mortgage products.
Ability to collaborate with multiple stakeholders, including external partners.
Interest in outbound calls for business development purposes.
Ability to thrive in a fast-changing environment and manage ambiguity.
Not the right fit? Search for Advisor, Broker Channels jobs in Montreal, Quebec, Canada
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.
Similar Jobs
Advisor, Broker Channels (CEC)
Top Benefits
About the role
A career as an Advisor, Broker Channels in the call center at National Bank means fulfilling your ambitions while helping improve the lives of our clients, your colleagues, and yourself.
Through your warm approach and the quality of your remote advisory services, you act as the first point of contact for new clients who begin their relationship with National Bank after securing their mortgage financing through an external broker.
Your Role:
Deliver a high-quality client experience by simplifying and explaining the key elements related to their new mortgage financing through various communication channels.
Identify client needs and guide them toward the most appropriate distribution channel for their situation, to strengthen their engagement with the Bank.
Stay informed on trends and developments in the Canadian financial industry in order to propose relevant and tailored solutions.
Develop a strong expertise in the Bank’s products and services and clearly demonstrate their value based on the specific needs of each client.
Your Team: You will be part of a growing and evolving team that is passionate about financial advice and building strong client relationships. Reporting to the Manager, you will benefit from a structured development path and tailored coaching to deepen your knowledge of our solutions and enhance your advisory approach.
Your work schedule typically falls between Monday and Thursday, from 9:00 a.m. to 8:00 p.m., and Friday from 8:00 a.m. to 6:00 p.m. The schedule is variable and provided three weeks in advance. It includes one evening shift per week until 8:00 p.m.
Qualifications:
College diploma (DEC) with three years of experience, or university certificate with two years of experience, or bachelor’s degree with one year of experience.
Experience in client advisory roles, ideally within the financial services industry.
Knowledge of mortgage products.
Ability to collaborate with multiple stakeholders, including external partners.
Interest in outbound calls for business development purposes.
Ability to thrive in a fast-changing environment and manage ambiguity.
Not the right fit? Search for Advisor, Broker Channels jobs in Montreal, Quebec, Canada
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.