Banking Advisor — Client‑Focused Financial Solutions

National Bank of Canada; Quebec; 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

National Bank of Canada is seeking a Banking Advisor to deliver a people‑centric experience for branch clients. You’ll listen to client needs, provide tailored financial advice across personal and small business needs, and support mortgage transactions.

Prerequisites include a DEC or equivalent and a Mutual Fund Representative licence, with opportunities to advance and take on broader responsibilities as you gain experience.

Qualifications

• Listening to clients’ needs and resolving complex situations.
• Advising Personal and Small Business clients on transactions, investments, financing, insurance, and estate planning.
• Supporting mortgage renewals or renegotiations.
• Ensuring client satisfaction and engagement.

Responsibilities

• Refer clients to specialists for specific needs.
• Adhere to compliance and risk management rules.
• Work with a team of experts in investment and financing areas.

Skills

Active listening

Client advisory

Compliance awareness

Financial products knowledge

Education

DEC or equivalent

Mutual fund licence (MFR)

Tools

Mortgage financing

Job description

National Bank of Canada is seeking a Banking Advisor to deliver a people‑centric experience for branch clients. You’ll listen to client needs, provide tailored financial advice across personal and small business needs, and support mortgage transactions.

Prerequisites include a DEC or equivalent and a Mutual Fund Representative licence, with opportunities to advance and take on broader responsibilities as you gain experience.