Job Description
Attendance: On-Site
Employment Category: Professional
Type of Contract: Permanent
Benefits for vendors:
Youtube Video
As a Banking Advisor at National Bank, you’ll embark on an evolving career path where you can make bold moves. As soon as you start, and throughout your development, as your experience and responsibilities increase, so will your salary.
In this role, you will be able to:
Develop your expertise with responsibilities that evolve based on your level.
Build personal and trust-based relationships with branch clients.
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day.
Grow your career by following a structured path where you can progress in your role and get opportunities to move internally and be promoted.
Your job
Depending on your level, you will take on responsibilities that will evolve with your experience and expertise:
Listen to client needs, ask the right questions and handle a variety of situations, including complex cases.
Advise individuals and small businesses by offering tailored solutions, including day-to-day transactions, personal financing, investments, customized insurance coverage and simple estate planning needs.
Support clients through the mortgage renewal or renegotiation process.
Provide a consistent, personalized and satisfying experience for every interaction.
Refer clients to the appropriate specialists (investments, mortgage, insurance) to ensure they receive the best possible service.
Follow compliance, security and risk management rules in all your activities.
Your team
As a banking advisor, you will work closely with a team of specialists in investments, mortgage financing and other areas. This day-to-day synergy exposes you to a wide range of financial situations and quickly deepens your knowledge.
Through these interactions and on-the-job training programs, you’ll build your expertise in banking solutions, the advisory approach and client needs. As a result, you can advance in your career as a banking advisor, expand your skill set and move into roles with more responsibility.
And if you want to go even further, several paths are open to you: promotions, internal mobility, change of location or branch, or other possibilities that support your ambitions and professional development.
Prerequisites
Having or obtaining a mutual fund licence (MFR) is essential if you want to access higher levels in this role
College diploma (DEC) or equivalent
Advisory service experience, inclusive attitude, and openness to diversity
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
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
Additional required languages: English, French
Skills: Brand Ambassadorship, Client Education, Customer Relationship Management, Driving Results, Funding, Investments, Know Your Customer, Personal Banking, Client Engagement, Digital literacy, Empathy, Learning Agility, Collaboration, Financial Solution R
Employment Category: Professional
Type of Contract: Permanent
Benefits for vendors:
Youtube Video
As a Banking Advisor at National Bank, you’ll embark on an evolving career path where you can make bold moves. As soon as you start, and throughout your development, as your experience and responsibilities increase, so will your salary.
In this role, you will be able to:
Develop your expertise with responsibilities that evolve based on your level.
Build personal and trust-based relationships with branch clients.
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day.
Grow your career by following a structured path where you can progress in your role and get opportunities to move internally and be promoted.
Your job
Depending on your level, you will take on responsibilities that will evolve with your experience and expertise:
Listen to client needs, ask the right questions and handle a variety of situations, including complex cases.
Advise individuals and small businesses by offering tailored solutions, including day-to-day transactions, personal financing, investments, customized insurance coverage and simple estate planning needs.
Support clients through the mortgage renewal or renegotiation process.
Provide a consistent, personalized and satisfying experience for every interaction.
Refer clients to the appropriate specialists (investments, mortgage, insurance) to ensure they receive the best possible service.
Follow compliance, security and risk management rules in all your activities.
Your team
As a banking advisor, you will work closely with a team of specialists in investments, mortgage financing and other areas. This day-to-day synergy exposes you to a wide range of financial situations and quickly deepens your knowledge.
Through these interactions and on-the-job training programs, you’ll build your expertise in banking solutions, the advisory approach and client needs. As a result, you can advance in your career as a banking advisor, expand your skill set and move into roles with more responsibility.
And if you want to go even further, several paths are open to you: promotions, internal mobility, change of location or branch, or other possibilities that support your ambitions and professional development.
Prerequisites
Having or obtaining a mutual fund licence (MFR) is essential if you want to access higher levels in this role
College diploma (DEC) or equivalent
Advisory service experience, inclusive attitude, and openness to diversity
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
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
Additional required languages: English, French
Skills: Brand Ambassadorship, Client Education, Customer Relationship Management, Driving Results, Funding, Investments, Know Your Customer, Personal Banking, Client Engagement, Digital literacy, Empathy, Learning Agility, Collaboration, Financial Solution R
💡 Quick Summary
Seeking a career-building opportunity? The Banking Advisor position is now open for candidates interested in the Bank Jobs sector. This role in Laval offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
