Advisor

Attendance

Hybrid

Job number

22884

Category

Intermediate Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

17-Oct-2024

Location: Montreal, Quebec

City

Montreal

Province/State

Quebec

Area of Interest: Wealth management

A career as an Advisor in the team of Integration and Transition team (Onboarding) at National Bank is to act as an expert, to leverage your knowledge by supporting various network stakeholders in their customer service offering. This job allows you to have a positive impact on the organization by leveraging your knowledge by providing support to different NBFWM ( National Bank Financial - Wealth Management ) sectors in their client service offer.)

Your job

Act as an expert advisor and coordinator for teams new to NBFWM.
Guide network stakeholders by assessing and identifying their needs and proposing adapted solutions to support the transition while considering the diversity of files/cases.
Negotiate service agreements with the various stakeholders and ensure their satisfaction and the satisfaction of stakeholders in the network through the quality of the services offered.
Act as a resource person in the optimization of processes and the implementation of new initiatives.
Establish and maintain effective communications with the various stakeholders involved in the service's activities as well as ensure interaction between these stakeholders.

Your team

Within the Best Practices and New Employee Integration sector, you are part of a team of a team of 20 colleagues, and you report to the manager of the Integration and Transition (Onboarding) team. Our team stands out for its expertise and its dynamism. We ultimately aim to offer you maximum flexibility and quality of life. This notably means a hybrid work environment, as well as adaptable working hours. Various work schedules are possible and vary according to the needs of the teams to be integrated.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content 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.

Basic requirements

Bachelor's degree in a related field and 4 years of relevant experience OR master's degree in a related field and 2 years of relevant experience OR university certificate and 6 years of relevant experience.
Experience in implementing and drafting procedures.
Experience in project management.
Knowledge of different types of account and financial products.
Expertise in data management.
Understanding of the following applications: Word, T80, GDI, Croesus, JIRA – Required.
Be able to travel across Canada.

Languages:

English, French

Reason to require this language: you will need to work closely with our colleagues outside Quebec.

Skills

Communication Diversity & Inclusion Empathy Flexibility Initiative Learning Agility Process Adaptation Resiliency Standard Operating Procedures Development Stress Management Teamwork

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 want to offer an accessible, barrier-free workplace 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!

Apply

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?