Banking Advisor: Growth, Impact & Flexible Benefits

National Bank of Canada; Saint-Félix-de-Valois; On-site; CAD 49,000 - 61,000; 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 in Canada to deliver a people‑centric client experience, resolve complex needs, and advise clients on transactions, investments, financing and insurance options. You’ll work with a team of specialists and pursue ongoing learning to advance your career within a supportive, people‑focused environment.

Prerequisites include a DEC or equivalent and a mutual fund licence (MFR); with demonstrated advisory experience, you’ll have opportunities to

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.
• 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

Advisory service experience

Education

College diploma (DEC) or equivalent

Job description

National Bank of Canada is seeking a Banking Advisor in Canada to deliver a people‑centric client experience, resolve complex needs, and advise clients on transactions, investments, financing and insurance options. You’ll work with a team of specialists and pursue ongoing learning to advance your career within a supportive, people‑focused environment.

Prerequisites include a DEC or equivalent and a mutual fund licence (MFR); with demonstrated advisory experience, you’ll have opportunities to