- Listen to clients' needs and resolve highly complex situations.
- Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, mortgage renewal, made-to-measure insurance and complex estate planning needs.
- Support your clients through the mortgage renewal or renegotiation process.
- Participate in the development of your branch colleagues.
- Ensure client satisfaction and engagement, and serve as a point of reference.
- Ensure adherence to compliance and risk management rules.
- Hold a college diploma (DEC) or equivalent
- Hold a mutual fund representative (MFR) licence
- Advisory service experience, inclusive attitude and openness to diversity
- Comfortable sharing knowledge and interest in helping colleagues develop their skills
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+A career as a Senior Banking Advisor at National Bank is varied role allowing you to live your ambitions and have positive impact on clients lives. · +Listen to clients needs and resolve highly complex situations · Give advice and solutions for Personal Small Business clients tr ...
Laval, Quebec2 weeks ago
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Du Poste · En quoi consiste l'occasion d'emploi ? · À titre de membre clé de l'équipe de gestion relationnelle, le conseiller ou la conseillère, Banque privée, est chargé(e) d'offrir du soutien, des services et des conseils dans ses interactions courantes avec les clients fortuné ...
Westmount17 hours ago
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Description Du Poste · En quoi consiste l'occasion d'emploi ? · À titre de membre clé de l'équipe de gestion relationnelle, le conseiller ou la conseillère, Banque privée, est chargé(e) d'offrir du soutien, des services et des conseils dans ses interactions courantes avec les cli ...
Westmount, Quebec8 hours ago
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Du Poste · En quoi consiste l'occasion d'emploi ? · À titre de membre clé de l'équipe de gestion relationnelle, le conseiller ou la conseillère, Banque privée, est chargé(e) d'offrir du soutien, des services et des conseils dans ses interactions courantes avec les clients fortuné ...
Montréal-Ouest1 day ago
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A career as a Senior 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. · With your expertise in banking, you'll offer a people-centric experienc ...
Laval $61,800 - $73,700 (CAD)2 weeks ago
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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. · ...
Montreal $49,000 - $60,700 (CAD)1 month ago
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By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. · This role will be attractive to individuals who have a passion for working as part of a team to deliver a superior experience to business clients. · Individuals who ma ...
Laval Full time3 weeks ago
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+ As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them.and depth of expertise across everyday banking investmentsand credit · with the ability to fulfil ...
Laval, Quebec1 month ago
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Youtube Video · A career as a Banking Advisor at National Bank is a versatile and 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, listen actively ...
Dollard-Des Ormeaux $50,000 - $95,000 (CAD) per year Full time2 days ago
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This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. · As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve the ...
Laval1 month ago
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This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. · This role involves helping clients with their everyday banking, credit, and investment needs. ...
Laval1 month ago
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By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. · This is your opportunity to become a critical member of a results-oriented team, · a key member of the Client Relationship Team providing tailored advice to clients. ...
Laval, QC HP X3 weeks ago
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We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. · ...
Laval3 weeks ago
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Job Description · What is the opportunity? · By joining RBC as a Commercial Banking Advisor trainee, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results-oriented team, a key member of the Client Relatio ...
Montreal $50,000 - $90,000 (CAD) per year Full time1 week ago
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A career as a Banking Advisor at National Bank is a varied role allowing you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. · ...
Lavaltrie $49,000 - $60,700 (CAD)3 weeks ago
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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. · ...
Sainte-Anne-des-Plaines $49,000 - $60,700 (CAD)1 month ago
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Youtube Video · 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 ...
Saint-Jérôme $60,000 - $80,000 (USD) per year Full time4 hours ago
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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. · Listen to clients' needs and resolve complex situations. · Give advice and off ...
Lavaltrie, Quebec3 weeks ago
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Job Description · Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting · As part of RBC's commitment to providing exceptional client service ...
Rosemere, Quebec1 week ago
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This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. · You help clients with their everyday banking, credit, and investment needs. · ...
Montreal1 month ago
Senior Banking Advisor - Laval - National Bank
Description
A career as a Senior 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. With your expertise in banking, you'll offer a people-centric experience to branch clients and be a resource person for your colleagues.
Your job
Your team
The branch is open one evening a week and saturdays on rotation. 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.
Prerequisites
Brand Ambassadorship, Business Expansion, Client Education, Driving Results, Finance, Funding, Information Analysis, Insurance, Investments, Mortgage Lending, Personal Banking, Proposal Generation, Readiness, Retirement Planning, Small Business, Taxations, Teamwork, Treasury Management, Client Engagement, Client-focused, Digital literacy, Empathy, Learning Agility, Oral Communication, Solution implementation, Standards Compliance, Succession products and services
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