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Full-Time
On-Site

Senior Banking Advisor

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Description

This role at National Bank offers a diverse opportunity for individuals to achieve their career goals and positively influence clients and colleagues. The Senior Banking Advisor leverages banking expertise to provide client-focused service within the branch and acts as a key resource for team members, handling complex client situations and providing financial advice.

What We're Looking For

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 clients through the mortgage renewal or renegotiation process.,Participate in the development of branch colleagues.,Ensure client satisfaction and engagement, and serve as a point of reference.,Ensure adherence to compliance and risk management rules.

Ideal Candidate

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

Minimum Education

College Diploma

Hard Skills

Brand Ambassadorship
Business Development
Client Education
Driving Results
Finance
Funding
Information Analysis
Insurance
Investments
Mortgage Lending
Personal Banking
Proposal Generation
Readiness
Retirement Planning
Small Business

Soft Skills

Inclusive attitude
Openness to diversity
Knowledge sharing
Teamwork
Partnership
Agility
Empowerment

Work Hours

The branch is open one evening a week and Saturdays on rotation. Work schedules vary based on team availability.

Benefits

Health and wellness program
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

Special Commitments

Requires working one evening a week and Saturdays on rotation.

About the Company

N

National Bank of Canada

National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.

Entrepreneurial
Inclusive
People-centric
Agile
Impactful
View all jobs at National Bank of Canada

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