Banking Advisor: Impactful Client Solutions & Growth

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

The National Bank of Canada is seeking a Banking Advisor to assist branch clients with a range of financial needs, offering advisory solutions and a people-centric experience. You’ll develop professionally, with opportunities to obtain a mutual fund representative licence and expand responsibilities beyond core transactions.

The role emphasizes compliance, client satisfaction, and collaboration with investment, mortgage financing, and advisory colleagues to help clients reach their financial

Qualifications

• College diploma (DEC) or equivalent required.
• Mutual fund representative (MFR) licence required or obtainable within 3 months of hiring.
• Advisory service experience and openness to diversity.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Provide advice and solutions for Personal and Small Business clients to meet transaction, investment, personal financing and insurance needs.
• Support clients through mortgage renewal or renegotiation.
• Ensure client satisfaction and engagement.
• Refer clients to specialists for their specific needs.
• Adhere to compliance and risk management rules.

Education

DEC or equivalent

MFR licence

Job description

The National Bank of Canada is seeking a Banking Advisor to assist branch clients with a range of financial needs, offering advisory solutions and a people-centric experience. You’ll develop professionally, with opportunities to obtain a mutual fund representative licence and expand responsibilities beyond core transactions.

The role emphasizes compliance, client satisfaction, and collaboration with investment, mortgage financing, and advisory colleagues to help clients reach their financial