Senior Banking Advisor

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Ville : Montreal

Catégorie : Regular Full-time

Industrie : Finance

Employeur : National Bank

As a Senior Banking Advisor at National Bank you’ll use your leadership skills to help your colleagues build their expertise. You’ll adopt a friendly approach and provide high-quality advice as you deliver a people-centric experience to branch clients.

Your role

  • Provide advice and offer tailored transactional, investment, financing and insurance solutions.
  • Show clients how to use our digital platforms.
  • Develop and participate in your team’s business development activities.
  • Ability to build lasting business relationships.
  • Maintain relationships with your clients and meet their needs.
  • Optimize the use of banking tools to advise your client.
  • Refer clients to your colleagues for their specialized needs
  • Ensure adherence to compliance and risk management rules

The schedual is from 8:30 AM to 5:00 PM every day. No weekends or nights.  This position reports to the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit, mortgage financing and more.  

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. For additionnal information please contact Zachary Rotella Branch Manager - Zachary.Rotella@bnc.ca 

Competencies required

 

  • University degree combined with two years of experience (desired)
  • Experience in an advisory role
  • Business development experience
  • Mutual fund representative (MFR) licence
  • Ability to communicate effectively in English and French
  • Experience in an advisor role of at least 2 years.

Preferred competencies

  • Show leadership, enjoy sharing knowledge
  • Inclusive attitude and openness to diversity
  • Positive attitude and strong empathy for clients

 

After gaining sufficient experience as a Senior 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.

 

Your benefits

Upon hiring, you'll be eligible for a wide range of benefits.  In addition to competitive compensation, we offer a flexible benefits program for you and your family:

  • Health and wellness program, including many benefits
  • Flexible group insurance
  • Defined benefit pension plan
  • Employee Share Ownership Plan
  • Employee and family assistance program
  • Preferential banking services
  • Community involvement program
  • Telemedicine
  • Virtual sleep clinic

 

These are just some of the many benefits we offer.  We’ve introduced a number of additional measures to ensure your health, safety and wellbeing during the pandemic. 

Our dynamic work environments and cutting-edge collaboration tools foster a pleasant employee experience.  We actively listen to employees’ ideas.  Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

 

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's accessible to all employees. 

We want our recruitment process to be fully accessible.  If you require accommodation, feel free to let us know during our initial conversations.

We welcome all candidates! What can you bring to our team?

Are you ready to live your ambitions?

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