Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banking Advisor

Full-time

National Bank

As a Personal Banking Advisor at National Bank’s call centre, you’ll live your ambitions and have a positive impact on your own life as well as on the lives of clients and colleagues. By adopting a friendly approach and providing high-quality advice, you’ll offer clients a people-centric experience as you assist them with their mortgage renewal process.

Your role:

• Contact and take calls from clients with a mortgage contract that is nearing expiry.

• Examine existing mortgage loan files and assess clients’ renewal needs.

• Provide personalized advice on mortgage renewal options, including interest rates, terms and conditions.

• Negotiate and demonstrate the competitive advantages of the loans, insurance coverage and financial services that meet clients’ needs.

• Ensure adherence to compliance and risk management rules.

Our Client Contact Centre is open Monday to Thursday from 9:00 a.m. to 8:00 p.m. and Friday from 9:00 a.m. to 6:00 p.m. Your work schedule will vary and will be available three weeks in advance. Your work schedule will include 2 weeknights until 8:00 p.m., with the possibility of working on Saturdays from 9:00 a.m. to 5:00 p.m. on a rotating basis.

Your team:

You’ll report to the Mortgage Retention Manager and routinely work with a team of a hundred experts specializing in credit, mortgage financing and other areas.

We offer a stimulating and inclusive work environment. You’ll be surrounded by experts and managers who will help you and guide you in your role. In addition, you’ll work with colleagues in an environment that fosters to learning and growth.

Your training and development:

You'll begin with on-the-job training. You must be available for full-time training 5 days a week. You’ll be able to experience the call centre environment and get to know your colleagues. The training program focuses on hands-on learning which will help you to learn about your role, our products and our technologies.  Many options will be available; you could advance in the same role, get promoted, develop within the sector, and more.  We offer many career opportunities and encourage internal mobility.

Prerequisites

• Hold a college diploma (DEC) or equivalent.

• Customer service experience, inclusive attitude, and openness to diversity.

#sacF

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 such as:

* 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

* Involvement in community initiatives

* Telemedicine service

* Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Personal Banking Advisor in Montréal, QC vacancy
  •  ...Youtube Video As a Banking Advisor at National Bank, you’ll embark on an evolving career path where you can make bold moves. As soon as you start...  ...responsibilities that evolve based on your level. Build personal and trust-based relationships with branch clients. Collaborate... 
    Personal
    Bank staff
    Flexible hours

    National Bank

    Montréal, QC
    11 hours ago
  •  ...Youtube Video A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a...  ...complex. Give advice and offer transaction solutions for Personal Banking clients. Demonstrate the ability to build... 
    Personal
    Part time
    Flexible hours
    Afternoon shift

    National Bank

    Montréal, QC
    4 days ago
  •  ...As an Advisor, Banking Services in the ABS team at National Bank, you’ll have a versatile role that will allow you to be a one-stop shop for all our clients’ personal needs. With your experience in customer service, and your knowledge of banking and credit products, you’ll... 
    Personal
    Full time
    Flexible hours

    National Bank

    Montréal, QC
    4 days ago
  •  ...Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC...  ...~ Flexibility, eagerness to learn, strong personal ethics, and a hunger for success ~...  ...as one of the largest and most successful banks in the world. Maintaining a workplace... 
    Personal
    Full time
    Flexible hours

    Royal Bank of Canada

    Montréal, QC
    more than 2 months ago
  •  ...Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC...  ...~ Flexibility, eagerness to learn, strong personal ethics, and a hunger for success ~...  ...as one of the largest and most successful banks in the world. Maintaining a workplace... 
    Personal
    Full time
    Flexible hours

    Royal Bank of Canada

    Montréal, QC
    more than 2 months ago
  • $18.73 per hour

     ...as Indigenous to apply to work at National Bank. This job listing is reserved for people...  ...Métis, and Inuit. A career as a Banking Advisor at National Bank is a varied role that allows...  ...meet clients’ transactional, investment, personal financing, and banking product insurance... 
    Personal
    Hourly pay
    Full time
    Flexible hours
    Afternoon shift

    National Bank

    Montréal, QC
    3 days ago
  •  ...opportunity? As an RBC Financial Advisor, you attract, nurture, and...  ...with our high-value personal and small business clients, by...  ...of expertise across everyday banking, investments and credit, with...  ...the largest and most successful banks in the world. Maintaining a workplace... 
    Personal
    Long term contract
    Full time
    Local area
    Flexible hours

    Royal Bank of Canada

    Montréal, QC
    more than 2 months ago
  •  ...to join our Account Management team at Marsh as Senior Client Advisor - Personal Lines . This role will be based in Montreal. This is a hybrid...  ...perspective are maintained either over the phone or in person visits whenever required •    Obtain claims information in an... 
    Personal
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week
    Montréal, QC
    25 days ago
  •  ...Youtube Video As an Investment Advisor at the National Bank call centre, you'll live up to your ambitions and have a positive impact on...  ...the quality of your advice, you'll provide clients with a personalized experience and recommend savings products for their needs.... 
    Full time
    Flexible hours

    National Bank

    Montréal, QC
    1 day ago
  • $80k - $85k per year

     ...bonus + 3 weeks paid vacation + RRSP contribution + benefits + sick/personal days Language: English and French(nice to have)...  ...experience as a Business Analyst Experience in investment banking with securities and cash products (Equity and Fixed Income Settlement... 
    Personal
    Long term contract
    Permanent employment
    Full time
    Work at office

    Tech Talent International

    Montréal, QC
    1 day ago
  •  ...A career as a Senior Legal Advisor on the Personal & Commercial Compliance - Business Conduct team at National Bank means acting as a regulatory compliance specialist supporting the Personal Lending and Mortgage Lending business sectors. In this role, you will have a direct... 
    Personal
    Full time
    Work at office
    Remote work
    Flexible hours

    National Bank

    Montréal, QC
    4 days ago
  •  ...A career as a Senior legal advisor in the Personal Banking and Intellectual Property team, Projects Sector within the Legal Affairs at National Bank means acting as a specialist in banking and consumer law. This role allows you to have a tangible impact on the Bank’s operations... 
    Personal
    Full time
    Flexible hours

    National Bank

    Montréal, QC
    5 hours ago
  •  ...Taking on the role of Chief Legal Advisor - Mergers & Acquisitions on the Legal Affairs team at National Bank means playing a central role in the execution of strategic...  ...continuous development and internal mobility. Our personalized learning programs, built around hands-on... 
    Full time
    Private practice
    Flexible hours

    National Bank

    Montréal, QC
    1 day ago
  •  ...A career as a Technical Advisor in the Transactions and Specialized Products team within Capital Markets at National Bank means acting as an operational and legal support specialist...  ...development and internal mobility. Our personalized training programs, based on hands-on learning... 
    Full time
    Internship
    Work at office
    Flexible hours

    National Bank

    Montréal, QC
    1 day ago
  •  ...A career as a Technical Advisor in the Registration Department team at National Bank means acting as a specialist in regulatory requirements. It is through your data analysis and knowledge of regulatory requirements on regulatory registrations that you have a positive impact... 
    Full time
    Flexible hours

    National Bank

    Montréal, QC
    5 hours ago
  •  ...At Bank of America, we are guided by a common purpose to help make financial lives...  ...as the primary point of contact or trusted advisor and acquiring, deepening and maintaining profitable...  ...d’aider à améliorer la vie financière des personnes grâce au pouvoir de chaque connexion. Nous... 
    Work at office
    Local area
    Worldwide
    Flexible hours
    Shift work

    Bank of America Corporation

    Montréal, QC
    3 days ago
  •  ...Acura Montreal Centre is looking for a Technical Advisor to join its team! Main Responsibilities Greet customers in the service...  ...dealership’s various IT platforms. Provide professional and personalized customer service. Collaborate with technicians, the parts department... 
    Permanent employment
    Full time
    Monday to friday

    Acura Montréal Centre

    Montréal, QC
    1 day ago
  •  ...independence and work life balance. As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your...  ...technology and business services National advertising and personalized marketing collateral An innovative ‘level commission’... 
    Long term contract
    Full time
    Work at office

    Financière Sun Life

    Montréal, QC
    4 days ago
  •  ...A career as a Senior SAP LeanIX Advisor within the Enterprise Architecture team at National Bank means acting as a functional and operational subject matter expert...  ...continuous development and internal mobility. Our personalized learning programs, based on learning through... 
    Full time
    Flexible hours

    National Bank

    Montréal, QC
    3 days ago
  • Req ID: 517098     At Alstom, we understand transport networks and what moves people. From high-speed trains, metros, monorails, and trams, to turnkey systems, services, infrastructure, signalling and digital mobility, we offer our diverse customers the broadest portfolio...
    Remote work
    Worldwide
    Night shift
    Afternoon shift

    Alstom

    Montréal, QC
    18 hours ago
  •  ...preventive maintenance on vehicles under the responsibility of Fleet Services provided by CN approved commercial vendors. Act as a resource person for user departments and commercial vendors. Issue and update expenditure authorization numbers, as per department guidelines, for... 
    Long term contract
    Work at office

    CN

    Montréal, QC
    6 days ago
  •  ...succeed? Must-have Previous Commercial Banking, Small Business lending or credit...  ...-life balance A unique opportunity for personal and professional growth Work in a dynamic...  ...as one of the largest and most successful banks in the world. Maintaining a workplace where... 
    Personal
    Full time
    Flexible hours

    Royal Bank of Canada

    Montréal, QC
    7 days ago
  •  ...A career as a Senior Advisor, ETF Communications within the Sales Enablement and Digital Strategy team at National Bank Investments (NBI) means playing a central role in the positioning...  ...development and internal mobility. Personalized training programs based on learning... 
    Full time
    Flexible hours

    National Bank

    Montréal, QC
    4 days ago
  •  ...Job Responsibility: A career with National Bank as a Senior Investment Advisor will enable you to develop your financial planning skills and advance your career in the investment field. As part of the remote advisory team, you'll have the opportunity to work in both mutual... 
    Long term contract
    Full time
    Work at office
    Remote work
    Flexible hours

    National Bank of Canada

    Montréal, QC
    9 days ago
  •  ...A career as an Advisor in the Counterparty Documentation Center (CDC) at the National Bank of Canada means contributing directly to the success of Capital Markets Operations...  ...and internal mobility. You’ll have access to personalized development programs grounded in practical... 
    Full time
    Flexible hours

    National Bank

    Montréal, QC
    4 days ago
  •  ...A career as a Senior Advisor OTC Regulatory Project in the Capital Operations (CMO) team at National Bank means acting as a specialist in regulatory reporting for over-the-...  ...continuous development and internal mobility. Our personalized training programs, based on learning through... 
    Full time
    Flexible hours

    National Bank

    Montréal, QC
    1 day ago
  • As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation,...  ...leading technology and business services National advertising and personalized marketing collateral An innovative ‘level commission’... 
    Long term contract
    Full time
    Work at office

    Financière Sun Life

    Montréal, QC
    3 days ago
  •  ...A career as a Senior Croesus+ Advisor within the Wealth Management Solutions team at National Bank means acting as a subject-matter expert for the Croesus+ platform. In this role, you will have a direct impact on the evolution of portfolio management practices by leveraging... 
    Full time
    Flexible hours

    National Bank

    Montréal, QC
    2 days ago
  •  ...A career as a Product Owner within the National Bank Trust team means acting as the business line representative and the guardian of...  ...National Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you... 
    Full time
    Bank staff
    Flexible hours

    National Bank

    Montréal, QC
    1 day ago
  •  ...A career as an Advisor, Broker Channels in the call center at National Bank means fulfilling your ambitions while helping improve the lives of our clients, your colleagues, and yourself. Through your warm approach and the quality of your remote advisory services, you... 
    Full time
    Remote work
    Flexible hours
    Afternoon shift

    National Bank

    Montréal, QC
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banking Advisor. Be the first to apply!