Banking Advisor: Build Clients' Futures & Investments

National Bank of Canada; Montreal; On-site; CAD 55,000 - 67,000; 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 involvement

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada in Montreal seeks a Banking Advisor to deliver a people‑centred client experience across personal and small business banking, investments, and financing. You will listen to client needs, provide tailored solutions, and guide clients through complex situations with care.

As you advance, obtain a mutual fund representative licence and explore growth paths, including portfolio advice, mortgage renewals, and cross‑selling with specialists while maintaining strict compliance

Qualifications

• Experience providing advisory services to personal and small business clients.
• Ability to listen to client needs and resolve complex situations.
• Strong interpersonal communication and client relationship skills.

Responsibilities

• 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.
• Support clients through the mortgage renewal or renegotiation process.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for their specific needs.
• Ensure adherence to compliance and risk management rules.

Skills

Advisory service experience

Client needs listening

Interpersonal communication

Education

DEC or equivalent

Mutual fund representative licence (MFR)

Job description

National Bank of Canada in Montreal seeks a Banking Advisor to deliver a people‑centred client experience across personal and small business banking, investments, and financing. You will listen to client needs, provide tailored solutions, and guide clients through complex situations with care.

As you advance, obtain a mutual fund representative licence and explore growth paths, including portfolio advice, mortgage renewals, and cross‑selling with specialists while maintaining strict compliance