Banking advisor - Levis - National Bank

    National Bank
    National Bank Levis

    4 days ago

    National Bank background
    Permanent
    Description

    Job Title:

    Banking Advisor

    About the Role:

    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.

    Key Responsibilities:

    • 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.
    • Support your clients through the mortgage renewal or renegotiation process.
    • Ensure client satisfaction and engagement.
    • Refer your clients to your specialist colleagues for their specific needs.
    • Ensure adherence to compliance and risk management rules.

    About Your Team:

    The branch is open two evenings a week. 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.

    Career Opportunities:

    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.

    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

    Language:

    French

    Skills:

    Accountability, Brand Ambassadorship, Business Development, Client Education, Client Engagement, Client-focused Communication, Digital literacy, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Funding, Humility, Initiative

    Your Benefits:

    In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. 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

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