Banking Advisor (Beloeil)

Attendance: On‑Site Employment Category: Professional Type of Contract: Permanent About this 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 to offer a people‑centric experience for branch clients. This role offers opportunities for development. By obtaining a mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions.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 clients through the mortgage renewal or renegotiation process.Ensure client satisfaction and engagement. Refer clients to specialist colleagues for their specific needs. Ensure adherence to compliance and risk management rules. Team&Environment

The branch operates one evening a week and Saturdays on rotation. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager and you will work with a team of experts specializing in investment, mortgage financing, and other areas. We value passionate people and bold ideas, and we encourage knowledge sharing and 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.Benefits

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. Involvement in community initiatives. Telemedicine service. Virtual sleep clinic. Skills&Languages

Brand Ambassadorship Business Expansion Client Education Driving Results Finance Funding Information Analysis Insurance Investments Mortgage Lending Personal Banking Proposal Generation Readiness Retirement Planning Small Business Taxations French (additional required language) We welcome all candidates.

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