banking advisor
Title posted on Talent.com -
banking advisor on site
Posted on
October 28, 2024
by
Employer details
National Bank
Job details
Attendance On-Site Job number 23085 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 28-Oct-2024 $ 49000 $ 60700 Salary: $ 49000 - $ 60700 per year Location: Calgary, Alberta City Calgary Province/State Alberta Area of Interest: Advisory services, Personal banking 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. 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. After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility. 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. You?ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development. 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 Languages: English, French Skills Press space or enter keys to toggle section visibility Accountability Brand Ambassadorship Business Development Client Education Client Engagement Client-focused Communication Digital literacy Diversity & Inclusion Driving Results Emotional Intelligence Empathy Funding Humility Initiative Your benefits Press space or enter keys to toggle section visibility 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 optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual 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
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LocationCalgary, AB
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Workplace information
On site
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SalaryNot available
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Terms of employment
Not available
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Starts as soon as possible
- vacancies
1 vacancy
- Source
Talent.com
#ef30a386c3fd
Advertised until
2024-11-06
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