Banking Advisor
Top Benefits
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.
This role offers opportunities for development. Acting as a strategic partner to Account Managers to build, grow and maintain profitable, long‑lasting, and genuine relationships with CWB/NBC clients. The Banking Officer will provide knowledge, courteous & efficient delivery of our products & services (opening of accounts, sale of retirement and investment products, completion of personal lending account reviews, etc.) enhancing current client relationships by utilizing discovery questions to deliver a full‑service solution.
Main Responsibilities
- Listen to clients’ needs and resolve complex situations.
- Give advice and offer appropriate solutions for clients to meet their transactions, 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
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. Our branch is open from Monday to Friday from 8:00 AM to 4:30 PM. This position reports to the Senior Manager Personal Banking.
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.
Required Qualifications
- Hold a college diploma (DEC) or equivalent.
Preferred Qualifications
- Advisory service experience, inclusive attitude and openness to diversity.
- Holding a mutual fund representative (MFR) licence is considered an asset.
- 3 years in a banking environment or have equivalent experience, have a strong understanding of banking products & services, and genuinely want to learn & grow your financial career.
Languages
- English
Skills
- Brand Ambassadorship
- Business Development
- Client Education
- Driving Results
- Finance
- Funding
- Information Analysis
- Insurance
- Investments
- Mortgage Lending
- Personal Banking
- Proposal Generation
- Readiness
- Retirement Planning
- Small Business
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
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.
Banking Advisor
Top Benefits
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.
This role offers opportunities for development. Acting as a strategic partner to Account Managers to build, grow and maintain profitable, long‑lasting, and genuine relationships with CWB/NBC clients. The Banking Officer will provide knowledge, courteous & efficient delivery of our products & services (opening of accounts, sale of retirement and investment products, completion of personal lending account reviews, etc.) enhancing current client relationships by utilizing discovery questions to deliver a full‑service solution.
Main Responsibilities
- Listen to clients’ needs and resolve complex situations.
- Give advice and offer appropriate solutions for clients to meet their transactions, 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
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. Our branch is open from Monday to Friday from 8:00 AM to 4:30 PM. This position reports to the Senior Manager Personal Banking.
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.
Required Qualifications
- Hold a college diploma (DEC) or equivalent.
Preferred Qualifications
- Advisory service experience, inclusive attitude and openness to diversity.
- Holding a mutual fund representative (MFR) licence is considered an asset.
- 3 years in a banking environment or have equivalent experience, have a strong understanding of banking products & services, and genuinely want to learn & grow your financial career.
Languages
- English
Skills
- Brand Ambassadorship
- Business Development
- Client Education
- Driving Results
- Finance
- Funding
- Information Analysis
- Insurance
- Investments
- Mortgage Lending
- Personal Banking
- Proposal Generation
- Readiness
- Retirement Planning
- Small Business
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
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.