Banking Advisor: Client-Focused Finance & Investments

National Bank of Canada; Sainte-Thérèse; 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

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

The National Bank of Canada is seeking a Banking Advisor to help clients with transactions, investments and financing needs in a friendly, people‑centred way. You’ll listen to clients and provide tailored solutions while upholding compliance and risk standards.

You’ll work with a team of specialists and may advance within the branch network. Opportunities to obtain the mutual fund licence and broaden responsibilities are available as you grow in this role.

Qualifications

• 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

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

Skills

Client listening

Advisory service

Communication

Risk management

Customer service

Education

DEC

MFR licence

Job description

The National Bank of Canada is seeking a Banking Advisor to help clients with transactions, investments and financing needs in a friendly, people‑centred way. You’ll listen to clients and provide tailored solutions while upholding compliance and risk standards.

You’ll work with a team of specialists and may advance within the branch network. Opportunities to obtain the mutual fund licence and broaden responsibilities are available as you grow in this role.