Investment Advisor

Investment Advisor

Job Overview

Location
Montreal, Quebec
Job Type
Part Time Job
Job ID
88157
Date Posted
1 year ago
Recruiter
Raymond Catherine
Job Views
150

Job Description

As a part time Banking Advisor at the National Bank call centre, you'll live up to your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.  Through your friendly approach and the quality of your advice, you'll provide clients with a personalized experience and recommend savings products for their needs. 

Your role

Take calls from clients and answer their questions

Recommend customized savings solutions

Listen to people's needs and resolve situations that may be complex

Provide advice and recommend investment solutions

Connect with customers to build lasting business relationships

Direct clients to your colleagues for their specialized needs

Ensure adherence to compliance and risk management rules

The call centre is open Monday to Friday from 8:00 a.m. to 8:00 p.m.  Different part time work schedules are possible, you’ll be asked to work two evenings per week. You'll report to the Investment Solutions Manager and routinely work with a team of hundreds of experts specializing in investment, credit, mortgage financing, and other areas.  

Our team values passionate people and bold ideas. We work together to ensure our clients can meet their objectives and our colleagues can do what they love. We rely on our colleagues to share knowledge and help each other. 

You'll begin with a  part time 22.5h per week over 4 days  training program during  which time you'll experience the call centre environment and get to know your teammates. The training program focuses on hands-on learning which will help you to learn about your role, our products and our technologies.

Required competencies

College diploma (DEC) or equivalent

Mutual fund representative (MFR) licence – You can obtain this licence within 6 weeks of hiring with a full refund once you have successfully obtained it

Customer service experience, inclusive attitude and openness to diversity

Positive attitude and strong empathy for clients

Ability to communicate effectively in French and English

Preferred competencies

Discipline, commitment to teamwork and interest in learning

Interest in technology and skilled in sharing knowledge

Ability to adapt to various situations

Your benefits

Upon hiring, you'll be eligible for a wide range of benefits.  In addition to competitive compensation, we offer attractive benefits for you and your family:

Health and wellness program, including many benefits

Flexible group insurance

Defined benefit pension plan

Employee Share Ownership Plan

Employee and family assistance program

Exclusive banking services

Volunteer program

Telemedicine

Virtual sleep clinic

These are just a few of the many benefits we offer.  We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic. 

Our dynamic work environments and cutting-edge collaboration tools foster a pleasant employee experience.  We actively listen to employees’ ideas.  Whether through our surveys or programs, regular feedback 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's accessible to all employees. 

We want our recruitment process to be fully accessible.  If you require accommodation, feel free to let us know during our initial conversations.

We welcome all candidates! What can you bring to our team?

Are you ready to live up to your ambitions?

Particular Condition:The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities.

Job ID: 88157

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