Senior Banking Advisor
About the role
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
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.
Your team
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager, Caroline Pilon. 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
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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Senior Banking Advisor
About the role
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
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.
Your team
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager, Caroline Pilon. 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
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