Branch Advisor Les Coteaux

National Bank of Canada - Les Coteaux, QC (13 months ago)

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Do you have experience in advisory services?

Would you like to play a central part in building relationships of trust with clients?

Are you interested in a career in banking?

Being a Branch Advisor means being a trusted partner to our clients and finding savings and credit solutions suited to their needs. It also means collaborating to achieve team objectives, by guiding the client to the right specialist, based on their needs.

Come put your customer service skills to use, as well as your ability to identify business opportunities. Professional development and coaching is provided to all selected candidates to help them optimize their knowledge of solutions and mastery of the advisory approach.

Your main responsibilities in this function:
Manage relationships with our clients (acquisition, retention)
Propose suitable personal investment and financing solutions/identify business opportunities
When necessary, direct clients to the appropriate expert
Maximize retention by building long-term relationships of trust
Ensure adherence to compliance and risk management rules
The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities

You see yourself in this opportunity? Apply now!

Have a college diploma and 3 years of experience, or a Bachelor's degree and 6 months of experience
Have experience in business development
Have experience in customer service
Have a Mutual Fund Representative (MFR) license (or become certified within 3 months of hiring)
Be bilingual, (spoken and written) French and English, an asset

We strive to be an inclusive organization where all employees are valued. National Bank stands out for its many initiatives to promote inclusion, making it a Canada-wide leader in diversity. See how we do it:


Particular Condition:- The selected candidates will have to complete online tests during the recruitment process. - Work schedule requires 1 to 2 evening shifts until 8:00 pm. Please note that the work schedule may vary according to operational needs. - Team objectives based on regional performance