Financial Advisor
Ville : Montreal, Quebec
Catégorie : Permanent Full-Time
Industrie : Advisory services, Call centres
Employeur : National Bank
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
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!