Columbus Advisor, client services (insurance & investments) Jobs – 7 Openings This Week

Banking Advisor
National Bank of Canada —Oshawa, ON
- Part-time
- Customer service
- English
- Wellness program
- Employee assistance program
Investment Advisor
Royal Bank of Canada —Oshawa, ON
- Full-time
- Sales
- Business
- Marketing
Personal Finance Advisor
Desjardins —Oshawa, ON
- $56,501–$77,690 a year
- Full-time
- Bilingual
- English
- Computer skills
Financial Advisor
Royal Bank of Canada —Clarington, ON
- Full-time
- Sales
- Finance
- Financial services
4d
Senior Electrical Engineer
AECOM —Pickering, ON
- $110,000–$125,000 a year
- Full-time
- Hybrid work
- AutoCAD
- Engineering
- Bachelor's
- Employee stock purchase plan
- Dental care

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Wealth Advisor
WilsonCTS —Toronto, ON
Post-secondary diploma or degree in Commerce, Business Administration, or a related discipline. Maintain a deep, up-to-date mastery of specific financial…
$65,000 a year
Quick apply
7d
Banking Advisor
National Bank of Canada —Oshawa, ON
You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

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Banking Advisor

National Bank of Canada -
Oshawa, ON

Apply Now

Job details

Part-time

Qualifications

Customer service
English
DEC
College diploma

Full job description

Attendance: On-Site

Employment Category: Support

Type of Contract: Permanent

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 positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients.

Your job:

Greet clients and answer questions.
Help clients use our banking applications and ABMs.
Listen to clients’ needs and resolve situations that may be complex.
Give advice and offer transaction solutions for Personal Banking clients.
Demonstrate the ability to build lasting business relationships.
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 per week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit, mortgage financing and more.

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
Customer service experience, inclusive attitude and openness to diversity
Positive attitude and empathy for clients
Interest in technology and skilled in sharing knowledge
Ability to adapt to different situations

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!

Additional required languages: English

Skills: Brand Ambassadorship, Driving Results, Teamwork, Client-focused, Detail-oriented, Digital literacy, Empathy, Learning Agility, Oral Communication

Apply Now

Refine Your Search

advisor, client services (insurance & investments) jobs in columbus

Banking Advisor

Investment Advisor

Personal Finance Advisor

Financial Advisor

Senior Electrical Engineer

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