Senior Personal Banker
Company : Disability Solutions
Location : Montreal, QC
Posted Date : 17 November 2025
Job Type : Other
Category : Banking & Finance
Occupation : Personal Banker
Job Details
Your job
- Be an expert in transaction banking and financing solutions.
- Recommend personalised financing strategies (mortgage loans, lines of credit, all-in-ones, etc.).
- Provide personalised support for clients and ensure that files are handled rigourously and professionally.
- Communicate seamlessly and follow up on an ongoing basis with investment advisors to ensure we deliver on our Advisor promise.
- Work closely with investment advisors to integrate banking services into their clients' financial planning.
- Actively participate in business development through calls, meetings and regular follow-ups.
The Vice-President of NBF Banking Centres is made up of more than 25 specialists who work in an agile, proactive and collaborative manner to seize opportunities, stay on the cutting edge of technology and continuously improve processes.
You will report to the Sales Manager in the NBF Banking Centres sector. Our team stands out for its expertise in financing advice, supporting advisors with diligence and caring at every step of the referral process. We offer simple, flexible and strategic solutions designed to transform referrals into real sustainable business opportunities. Our goal is to offer you maximum flexibility to promote your quality of life. This includes a hybrid work environment and a flexible and adaptable schedule.
Requirements
- Bachelor's degree in Business Administration (or a related field) and at least 6 years of relevant experience in banking services (or a master's degree and 4 years of experience).
- Experience in business development and advisory services
- Excellent knowledge of transaction and credit banking products.
- Ability to work independently, build trust-based relationships and work as a team.
- Available for occasional travel (5% to 10% of the time) since the candidate will serve clients in neighbouring region.
French
Skills
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Business Development Communication Emotional Intelligence Funding Investments Problem Solving Teamwork Accountability Client-focused Learning Agility Standards Compliance Listening
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 offer a barrier-free workplace that is accessible 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!
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