Banking Advisor — Impactful Client Advisory & Career Growth

National Bank of Canada; Mirabel; 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 listen to clients, provide tailored advice, and help meet their transaction, investment, and financing needs. The role supports mutual fund transactions and career growth within the bank.

You’ll collaborate with a team of experts, pursue ongoing training, and may advance to new regions or roles as you gain experience. A people-first, accessible work environment is emphasized.

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

Openness to diversity

Education

DEC or equivalent

Mutual fund representative licence

Job description

National Bank of Canada is seeking a Banking Advisor in Canada to listen to clients, provide tailored advice, and help meet their transaction, investment, and financing needs. The role supports mutual fund transactions and career growth within the bank.

You’ll collaborate with a team of experts, pursue ongoing training, and may advance to new regions or roles as you gain experience. A people-first, accessible work environment is emphasized.