At a Glance
- Tasks: Help clients with banking needs and provide tailored financial solutions.
- Company: Join National Bank, a people-first organization that values your ideas.
- Benefits: Enjoy competitive pay, flexible benefits, and wellness programs.
- Other info: Dynamic team environment with opportunities for advancement and ongoing training.
- Why this job: Make a positive impact on clients' lives while growing your career.
- Qualifications: College diploma and mutual fund representative licence required.
The predicted salary is between 55200 - 66900 $ per year.
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.
Your job includes:
- Listening to clients’ needs and resolving complex situations.
- Giving advice and offering appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs.
- Supporting clients through the mortgage renewal or renegotiation process.
- Ensuring client satisfaction and engagement.
- Referring clients to specialist colleagues for their specific needs.
- Ensuring adherence to compliance and risk management rules.
Your team operates with a flexible schedule, including one evening a week. 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. After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you, including advancement in the same role or moving to another region or branch.
Prerequisites include:
- Holding a college diploma (DEC) or equivalent.
- Holding 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.
Your benefits include competitive compensation and a wide range of flexible benefits to promote your wellbeing and that of your family, such as:
- 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.
- Involvement in community initiatives.
- Telemedicine service.
- Virtual sleep clinic.
We value employees’ ideas and encourage regular feedback and ongoing communication. Our mission is to have a positive impact on people’s lives, guided by our core values of partnership, agility, and empowerment.
Banking Advisor in Saint-Georges employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
