Job Posting Attendance On-Site

Job Number: 20183

Category: Professional

Status: Permanent

Type of Contract: Permanent

Schedule: Full-Time

Full Time / Part Time? Full-Time

Posting date: 20-Mar-2024

Salary: $55,200 - $66,900

Location: Richmond Hill, Ontario

City: Richmond Hill

Province/State: Ontario

Area of Interest: Advisory services, Personal banking

A career as a Banking Advisor at National Bank

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. This role offers opportunities for development. By obtaining your 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.

Your job

• 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 your specialist colleagues for their specific needs.
• Ensure adherence to compliance and risk management rules.

Your team

The branch is open one evening a week and on Saturdays. 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. 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.

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

Skills

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• Accountability
• Brand Ambassadorship
• Business Development
• Client Education
• Client Engagement
• Client-focused Communication
• Customer Relationship Management
• Digital literacy
• Diversity & Inclusion
• Driving Results
• Emotional Intelligence
• Empathy
• Funding
• Humility

Your benefits

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• 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
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

What can you bring to our team?

Come live your ambitions with us! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal