Advisory Role For Banking Solutions (Rawdon)

Advisory Role For Banking Solutions (Rawdon)

19 Apr
|
National Bank of Canada
|
Rawdon

19 Apr

National Bank of Canada

Rawdon

Compensation: Between $55,200 - $66,900 per year. Your 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 in order to offer a people‑centric experience for branch clients. 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 your clients through the mortgage renewal or renegotiation process. Ensure client satisfaction and engagement. Refer your clients to specialist colleagues for their specific needs. 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. On a day‑to‑day basis,



you’ll work with a team of experts specializing in investment, mortgage financing, and other areas. Professional Development 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. 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. Adaptable 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. Additional required languages French. EEO We welcome all candidates! #J-18808-Ljbffr

📌 Advisory Role For Banking Solutions (Rawdon)
🏢 National Bank of Canada
📍 Rawdon

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