Bank advisor

National Bank of Canada; Montreal; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Banking Advisor to deliver a people-centric experience to clients. This dynamic role involves listening to client needs, providing tailored financial advice, and supporting them through various transactions. With opportunities for professional growth and the chance to obtain a mutual fund representative license, you'll be part of a collaborative team that values passion and innovation. Join a workplace that promotes internal mobility and offers comprehensive training programs focused on real-world learning. If you're ready to make a positive impact on clients' lives, this is the perfect opportunity for you.

Benefits

Health and wellness programs

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community involvement opportunities

Telemedicine and virtual sleep clinics

Qualifications

• Hold a college diploma or equivalent.
• Experience in advisory services with an inclusive attitude.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Provide advice for personal and small business transactions.
• Ensure client satisfaction and engagement.

Skills

Analytical Skills

Advisory Services

Client Relationship Management

Problem Solving

Education

College Diploma (DEC) or equivalent

Mutual Fund Representative License

Job description

Join to apply for the Bank advisor role at National Bank of Canada.

Role Overview

A career as a Banking Advisor at National Bank is a 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 and use your analytical skills to offer a people-centric experience for branch clients.

This role offers opportunities for development. By obtaining your mutual fund representative license, if you don’t already have it, you’ll be able to progress and expand your responsibilities, especially in mutual fund transactions.

Responsibilities

1. Listen to clients’ needs and resolve complex situations.
2. Provide advice and suitable solutions for Personal and Small Business clients regarding transactions, investments, personal financing, insurance, and estate planning.
3. Support clients during mortgage renewal or renegotiation processes.
4. Ensure client satisfaction and engagement.
5. Refer clients to specialist colleagues for specific needs.
6. Adhere to compliance and risk management rules.

Your team

The branch operates one evening a week and on Saturdays. Work schedules vary based on team availability. You will report to the Branch Manager and collaborate with experts in investment, mortgage financing, and other areas.

Our team values passionate people and bold ideas. We work together to help clients reach their goals and colleagues do what they love, sharing knowledge and supporting each other.

After gaining experience, many career pathways are available, including advancement, promotion, or transfer to other regions or branches. We promote internal mobility.

Our training programs focus on on-the-job learning, with personalized content on banking solutions and advisory skills, supported by experienced colleagues from diverse backgrounds.

Prerequisites

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) license, or obtain one within three months of hiring with a full refund upon successful certification.
• Experience in advisory services, an inclusive attitude, and openness to diversity.

Benefits

In addition to competitive pay, you’ll have access to flexible benefits promoting wellbeing:

• Health and wellness programs
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Community involvement opportunities
• Telemedicine and virtual sleep clinics

Our environment fosters collaboration, feedback, and ongoing development, emphasizing a people-first approach rooted in our values of partnership, agility, and inclusivity.