Conseiller solutions bancaires Partenariat
QC-Ile de Montréal-Montréal
6d ago


For the description please refer to the French version - CLICK HERE The Advisor Banking Centre, located in Montreal, is currently looking for an Advisor.

The mission of this sector is to develop and establish lasting business relationships with our partners, their advisors and clients by offering high-quality advisory services and solutions that meet the needs of clients across Canada.

This position reports to the Section Manager.

Your main challenges

  • Offer high-quality advisory services to our partners' representatives and clients, in accordance with signed agreements.
  • Participate in implementing business development strategies and ensuring that lasting and profitable relationships are maintained with these advisors and their clients, by being very knowledgeable about the products and services offered to various partners in order to properly answer all questions.
  • Act as expert advisor for financing products and ensure compliance of file processing and security confirmation procedures, based on each province's legislation.
  • Manage complaints using the procedures in place.
  • Process complex financing files and act as expert advisor in analyzing and validating applications and loans, and confirm security in financing application files.
  • Assist clients and offer them financing solutions that are adapted to their needs and profitable for the Bank.
  • Seize upon cross-selling opportunities and develop them jointly with advisors or directly with clients.
  • Act as expert advisor in analyzing and validating financing solutions, as well as confirming security for large and complex files.
  • Contribute to business development and ensure that lasting and profitable relationships are maintained with the partners' representatives and clients by providing them with efficient sales and after-sales service.
  • Specifically, you will :

  • Monitor non-compliant files and develop strategies to rectify situations.
  • Work closely with the Mobile Sales Force (RSM, FSS).
  • Ensure follow-ups throughout the sale cycle.
  • Use the salesforce tool systematically in your day-to-day business development activities.
  • Closely monitor credit applications submitted for analysis.
  • Ensure that activities required to complete transactions are carried out.
  • Confirm credit application approvals, or explain the reasons for the credit refusal to partners' representatives or clients.
  • Provide technical coaching to banking advisors for complex financing files.
  • Thecandidate needs to be able to identify all risks inherent to the Personal andCommercial Banking sector’s activities.


  • Completed Bachelor's degree in Business Administration, Finance, Economics or other related field, and 4 years of relevant experience or completed Master's degree in Business Administration, Finance, Economics or other related field, and 2 years of relevant experience or graduate NB University Program
  • Experience in the retail credit industry
  • Experience in customer service
  • Experience in analyzing large credit files ($500,000 or more)
  • Experience of financial markets and the insurance market, an asset
  • Coaching experience, an asset
  • Ability to analyze financial statements, an asset
  • Negotiation and problem-solving skills
  • Knowledge of Access and Excel
  • Bilingualism, spoken and written (English / French), essential
  • Diversity is an integral part of the Bank's values and commitments

    Particular conditions (external) : The individual in this position will be required to work variable schedules between 8 a.

    m. and 8 p.m.Please note that the clients served by the individual in this position will be from across Canada.

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