Banking adviser

Banque Nationale du Canada; Montreal; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Banking Advisor who will play a crucial role in enhancing client experiences. This position offers a unique opportunity to develop your advisory skills while impacting clients' lives positively. You will engage with clients to understand their financial needs, provide tailored solutions, and ensure their satisfaction. With a commitment to career growth and an inclusive work environment, this role allows you to thrive in a dynamic setting while contributing to a culture of support and innovation. Join a team that values your input and fosters your professional development.

Benefits

Health and wellness programs

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community involvement opportunities

Virtual sleep clinic

Qualifications

• Hold a mutual fund representative license within three months of hiring.
• Experience in advisory services and openness to diversity.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Provide advice for Personal and Small Business clients.
• Ensure client satisfaction and engagement.

Skills

Brand Ambassadorship

Business Development

Client Education

Driving Results

Finance

Information Analysis

Mortgage Lending

Personal Banking

Retirement Planning

Teamwork

Education

College Diploma (DEC) or equivalent

Job description

Area of Interest: Advisory services, Personal banking

A career as a Banking Advisor at National Bank offers a diverse role that allows you to pursue your ambitions and positively impact your clients and colleagues. You’ll adopt a friendly approach and utilize your analytical skills to provide a people-centric experience for branch clients.

This role provides development opportunities. By obtaining your mutual fund representative license, if you don’t already have it, you can advance in your role and expand your responsibilities, especially by handling mutual fund transactions.

• Listen to clients’ needs and resolve complex situations.
• Provide advice and suitable solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, tailored insurance, and estate planning needs.
• Support clients during mortgage renewal or renegotiation processes.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for specific needs.
• Adhere to compliance and risk management rules.

Your team

The branch operates one evening a week. Work schedules vary based on team availability. The position reports to the Branch Manager and involves collaboration with experts in investment, mortgage financing, and other areas.

Our team values passionate individuals and innovative ideas. We work together to help clients achieve their goals and colleagues enjoy their work. Knowledge sharing and mutual support are fundamental to our culture.

After gaining experience as a Banking Advisor, numerous career options are available, including role advancement, promotion, or transfers to other regions or branches. We promote internal mobility and career growth.

Our training programs emphasize on-the-job learning, offering personalized content on banking solutions and advisory skills to support ongoing development. You’ll also benefit from colleagues’ diverse expertise and backgrounds.

Prerequisites

• Hold a college diploma (DEC) or equivalent
• Hold a mutual fund representative (MFR) license; if not, obtain it within three months of hiring, with a full refund upon successful acquisition
• Experience in advisory services, an inclusive attitude, and openness to diversity

Languages: French

Skills

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Brand Ambassadorship, Business Development, Client Education, Driving Results, Finance, Funding, Information Analysis, Investments, Mortgage Lending, Personal Banking, Retirement Planning, Small Business, Teamwork, Treasury Management, Client Engagement

In addition to competitive pay, new hires are eligible for various flexible benefits promoting well-being for themselves and their families:

• Health and wellness programs
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Community involvement opportunities
• Virtual sleep clinic

Our benefits are designed to meet current trends and your family’s needs.

Our dynamic workplaces and advanced collaboration tools foster a positive employee experience. We value employee feedback through surveys and ongoing communication.

We're putting people first

As a human-scale bank, we stand out for our courage, entrepreneurial spirit, and passion for people. Our mission is to positively impact lives. Our core values—partnership, agility, empowerment—guide us, with inclusivity at the heart of our commitments. We provide accessible, barrier-free workplaces for all employees.

We aim for an accessible recruitment process. If you need accommodations, please inform us during initial conversations. We welcome all candidates! What can you bring to our team?

Career development environment

Numerous opportunities exist for growth through on-the-job learning, training, mentorship, internal career days, and leadership forums.

Inclusive and diverse environment

We celebrate and value each person’s unique qualities, visible or invisible. We welcome all candidates! What can you bring to our team?

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