BANKING ADVISOR

National Bank of Canada; L'Île-Perrot; 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

Opportunities to get involved in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

A financial institution in L'Île-Perrot is seeking a Banking Advisor to provide personalized advice to clients in their transaction, investment, and financing needs. The ideal candidate will have a college diploma and relevant advisory experience. This full-time role allows for career advancement and offers flexible benefits, including health plans, pension, and community initiatives. Candidates should be open to diverse environments and ideally have French language skills.

Qualifications

• Must have a college diploma (DEC) or equivalent.
• Experience in advisory services with an inclusive attitude.
• Ability to work in a diverse environment.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Provide advice and appropriate solutions to clients.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for specific needs.
• Adhere to compliance and risk management rules.

Skills

Advisory service experience

Inclusive attitude

Openness to diversity

Education

College diploma (DEC) or equivalent

Job description

Join to apply for the BANKING ADVISOR role at National Bank of Canada

Compensation: Between $49000 - $60700 per year

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 your clients to your specialist colleagues for their specific needs.
• Ensure adherence to compliance and risk management rules.

Your team

The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day‑to‑day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas. Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other.

After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility.

Our training programs use on‑the‑job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

Prerequisites

• Hold a college diploma (DEC) or equivalent
• Advisory service experience, inclusive attitude and openness to diversity

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!

Additional required languages: French

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance

Industries

Banking