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Banking advisor

Urgently Hiring
Verified
Dollard-Des-Ormeaux, QC
CA$49,000 - CA$60,700/year
Entry Level
Full-time

Top Benefits

Health and wellness program, including many options
Flexible group insurance
Generous pension plan

About the role

A career as a Banking Advisor at National Bank

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.

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 and Saturday until 3 pm. 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.

Prerequisites

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

Languages

English, French

Skills

  • Brand Ambassadorship
  • Business Development
  • Client Education
  • Driving Results
  • Funding
  • Insurance
  • Investments
  • Mortgage Lending
  • Personal Banking
  • Proposal Generation
  • Readiness
  • Small Business
  • Teamwork
  • Treasury Management
  • Client Engagement

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

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!

About National Bank of Canada

Banking
5001-10,000

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

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