Banking Advisor Remote Advisory Center (Montreal)

Banking Advisor Remote Advisory Center (Montreal)

05 Oct
|
National Bank
|
Montreal

05 Oct

National Bank

Montreal

A career as a Banking Advisor in Client Contact Centre means playing a role similar as the one in a branch but working from our advisory call center. You support an established, more specialized client base that belongs to various professional associations by answering their calls and providing personalized financial advice. Based on your warm, human approach and robust analytical skills, you deliver a high‐quality experience to clients Advise professional clients and recommend appropriate financial solutions to meet their investment, personal financing,made-to-measure insurance andestate planning.

Support your clients through the mortgage renewal or renegotiation process. Ensure adherence to compliance and risk management rules. Your work schedule in this team can be Monday to Thursday 9am to 5pm (with a minimum of one evening per week 12pm to 8pm), Friday 9am to 5pm as well of Saturday 9am to 5pm (on rotation) based on the operational needs of the team.

We rely on our colleagues to share knowledge and help each other. 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.

Advisory service experience, inclusive attitude and openness to diversityYour benefitsIn 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 such as:

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 Whether through our surveys or programs, regular feedback and ongoing communication are encouraged. Making a bold move in a people-first environmentWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments.

📌 Banking Advisor Remote Advisory Center (Montreal)
🏢 National Bank
📍 Montreal

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