Banking advisor

National Bank of Canada; Longueuil; On-site; CAD 45,000 - 60,000; Full time

Job summary

Join a leading bank as a Banking Advisor, where you'll leverage your analytical skills to provide tailored solutions to clients. This role offers opportunities for development, including obtaining a mutual fund representative license. Enjoy a supportive team environment focused on collaboration and employee wellbeing.

Benefits

Health and Wellness Programs

Insurance

Pension Plans

Employee Share Ownership

Assistance Programs

Qualifications

• Hold a mutual fund representative (MFR) license or obtain it within three months.
• 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

Analytical Skills

Client Satisfaction

Advisory Services

Education

College Diploma (DEC) or equivalent

Job description

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

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 in your role and expand your responsibilities, particularly by performing mutual fund transactions.

• Listen to clients’ needs and resolve complex situations.
• Provide 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.
• Support clients through 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 is open one evening a week. Work schedules vary depending on team availability. This position reports to the Branch Manager and involves collaboration 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. Knowledge sharing and mutual support are encouraged.

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

Our training programs include on-the-job learning and personalized content on banking solutions and advisory approaches, supported by a diverse team of colleagues.

Prerequisites

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

Your benefits

In addition to competitive compensation, you’ll have access to flexible benefits promoting wellbeing, including health and wellness programs, insurance, pension plans, employee share ownership, assistance programs, and more.

Our work environment fosters collaboration and values employee feedback, ensuring a positive experience.

We're putting people first

As a human-centered bank, we prioritize partnership, agility, empowerment, and inclusivity. We are committed to accessibility and accommodating all candidates.

Come live your ambitions with us!