Banking Advisor | MFR Licensed | Client Impact & Growth

National Bank of Canada; Boisbriand; On-site; CAD 49,000 - 61,000; Full time

Benefits offered by this job

Health & wellness

Flexible insurance

Pension plan

Employee stock plan

Family assistance

Preferential banking

Community initiatives

Telemedicine

Sleep clinic

Job summary

National Bank of Canada is seeking a Banking Advisor to help clients with transactions, investments, financing, insurance and estate planning. You will listen to needs, offer tailored solutions and refer to specialists when needed.

As you gain experience and the mutual fund licence, you can advance within the branch or to other regions. Training focuses on banking solutions and the advisory approach; we value diversity and provide an accessible environment.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence; if not, obtain within 3 months with full refund after licensure.
• Advisory service experience 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, and estate planning needs.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for their specific needs.
• Ensure adherence to compliance and risk management rules.

Skills

Advisory experience

Diversity awareness

French language

Education

DEC or equivalent

MFR licence (obtain within 3 months)

Job description

National Bank of Canada is seeking a Banking Advisor to help clients with transactions, investments, financing, insurance and estate planning. You will listen to needs, offer tailored solutions and refer to specialists when needed.

As you gain experience and the mutual fund licence, you can advance within the branch or to other regions. Training focuses on banking solutions and the advisory approach; we value diversity and provide an accessible environment.