Banking advisor

National Bank of Canada; Beauharnois; On-site; CAD 49,000 - 60,700; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community initiatives involvement

Telemedicine service

Virtual sleep clinic

Job summary

A prominent Canadian financial institution is seeking a Banking Advisor in Montérégie, Beauharnois. You will assist branch clients with their financial needs, delivering a friendly and analytical service. Your role will involve problem-solving for personal and small business clients, ensuring high levels of client satisfaction and compliance. The ideal candidate holds a college diploma, has advisory experience, and is open to inclusivity. Competitive compensation and benefits including a pension plan are offered.

Qualifications

• Must hold a college diploma or equivalent.
• Must obtain a mutual fund representative (MFR) licence within three months of hiring.
• Experience in advisory services and a commitment to inclusive attitudes.

Responsibilities

• Listen to clients' needs and resolve complex situations.
• Give advice and offer solutions for Personal and Small Business clients.
• Ensure client satisfaction and engagement.
• Refer clients to specialists for specific needs.
• Adhere to compliance and risk management rules.

Skills

Advisory service experience

Account management

Customer engagement

Problem-solving

Team collaboration

Education

College diploma (DEC) or equivalent

Tools

MFR licence

Job description

Compensation: Between $49000 - $60700 per year

Overview

Join National Bank as a Banking Advisor, helping branch clients manage their financial needs with a friendly, analytical approach. This role supports both personal and small business customers through a people‑centric experience.

Your job

• Listen to clients’ needs and resolve complex situations.
• Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made‑to‑measure insurance, and estate planning needs.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for specific needs.
• Ensure adherence to compliance and risk management rules.

Your team

The branch is open one evening per week. Schedules vary based on team availability. You’ll report to the Branch Manager and work with experts in investment, mortgage financing, and other areas.

Prerequisites

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence – If not, you must obtain this licence within three months of hiring, with a full refund once you have successfully obtained it.
• Advisory service experience, inclusive attitude, and openness to diversity.

Your benefits

• 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.

Additional required languages: French