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Financial Advisor
National Bank
Job Summary
Location
Montreal ,QC
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
16 Nov 2024
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Job Description
A career as a banking Advisor at the you’ll live your ambitions and have a positive impact on your own life as well as on the lives of clients and colleagues. Through your friendly approach and your ability to deliver high-quality advice remotely, you’ll help clients optimize their financial situation by recommending strategies that meet their needs.
Your job:
Promote client loyalty and retention by providing support via various communication solutions
Understand clients’ needs and direct them to the most suitable distribution channel for their requests
Contact clients proactively to identify business opportunities based on the promotional offers and campaigns in effect
Stay abreast of industry developments in Canada to ensure our offer corresponds to clients’ needs and interests
Develop your knowledge of the products and services offered by the Bank and understand their benefits depending on the target clientele
Take charge of the complete process for mortgage renewal and renegotiation
Your team:
You’ll be part of a team that’s passionate about providing financial advice and building business relationships with clients. Reporting to the manager, you’ll have access to a development path and specific support for your role to help you increase your knowledge of our various solutions and improve your advisory approach.
Based on the team’s operational needs, you will work rotating shifts between 8 a.m. and 8 p.m. Monday to Thursday, and 8 a.m. and 6 p.m. on Fridays (closed weekends).
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Prerequisites:
College diploma (DEC) and 4 years of experience OR university certificate and 3 years of experience OR bachelor’s degree and 1 year of experience
Experience supporting clients in an advisory role in the financial sector
Knowledge of mortgage products
Ability to work with multiple stakeholders
Interest in making calls to grow business
Your benefits
In 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. 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
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting 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 is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
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