Banking Advisor (On-Site)

national bank; Saint-Félix-de-Valois; On-site; CAD 43,000 - 71,000; 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 is seeking a Banking Advisor to guide clients with advisory services and personal banking needs. You’ll collaborate with specialists to craft tailored solutions, including investments, mortgages, and insurance, while maintaining compliance and delivering a high-quality client experience.

This role offers a clear progression path, with salary increasing as responsibilities grow, and a comprehensive benefits package.

Qualifications

• Experience in advisory services for individuals and small businesses.
• Strong client relationship management skills and a focus on service quality.
• Knowledge of investments, mortgage financing, insurance and estate planning.

Responsibilities

• Listen to client needs and provide tailored financial solutions.
• Advise clients on day-to-day transactions, investments and financing needs.
• Support mortgage renewal or renegotiation processes.
• Refer clients to specialists (investments, mortgage, insurance) for comprehensive service.
• Follow compliance, security and risk management rules in all activities.

Skills

Client Relationship Management

Advisory services

Personal banking

Investments

Know Your Customer

Digital literacy

Education

Mutual fund licence (MFR)

College diploma (DEC) or equivalent

Job description

Job description

Attendance

On-Site

Job number

32062

Category

Professional

Status: Permanent

Type of Contract

Permanent

Country

Canada

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

15-Sep-2026

$ 43000

$ 71000

Salary: $ 43000 - $ 71000 per year

Area(s) of interest: Advisory services, Personal banking, Advisory services, Mortgage products

Location(s): Blainville, Joliette, Lachute, Laval, Lavaltrie, Lorraine, Mascouche, Mirabel, Rawdon, Repentigny, Saint-Donat-De-Montcalm, Saint-Eustache, Saint-Felix-De-Valois, Saint-Gabriel-De-Brandon, Saint-Jerome, Saint-Joseph-Du-Lac, Saint-Lin-Laurentides, Sainte-Adele, Sainte-Anne-Des-Plaines, Sainte-Therese, Terrebonne

As a Banking Advisor at National Bank, you’ll embark on an evolving career path where you can make bold moves. As soon as you start, and throughout your development, as your experience and responsibilities increase, so will your salary.

In this role, you will be able to:

• Develop your expertise with responsibilities that evolve based on your level.


• Build personal and trust-based relationships with branch clients.


• Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day.


• Grow your career by following a structured path where you can progress in your role and get opportunities to move internally and be promoted.

Your job

Depending on your level, you will take on responsibilities that will evolve with your experience and expertise:

• Listen to client needs, ask the right questions and handle a variety of situations, including complex cases.


• Advise individuals and small businesses by offering tailored solutions, including day-to-day transactions, personal financing, investments, customized insurance coverage and simple estate planning needs.


• Support clients through the mortgage renewal or renegotiation process.


• Provide a consistent, personalized and satisfying experience for every interaction.


• Refer clients to the appropriate specialists (investments, mortgage, insurance) to ensure they receive the best possible service.


• Follow compliance, security and risk management rules in all your activities.

This posting covers multiple levels of Banking Advisor positions. Compensation is based on the level of the position and experience, and includes a competitive base salary, annual increases, a bonus, and a comprehensive benefits package.

Your team

As a banking advisor, you will work closely with a team of specialists in investments, mortgage financing and other areas. This day-to-day synergy exposes you to a wide range of financial situations and quickly deepens your knowledge.

Through these interactions and on-the-job training programs, you’ll build your expertise in banking solutions, the advisory approach and client needs. As a result, you can advance in your career as a banking advisor, expand your skill set and move into roles with more responsibility.

And if you want to go even further, several paths are open to you: promotions, internal mobility, change of location or branch, or other possibilities that support your ambitions and professional development.

Prerequisites

• Having or obtaining a mutual fund licence (MFR) is essential if you want to access higher levels in this role


• College diploma (DEC) or equivalent


• Advisory service experience, inclusive attitude, and openness to diversity

Languages:

English, French

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

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Brand Ambassadorship Client Education Customer Relationship Management Driving Results Funding Investments Know Your Customer Personal Banking Client Engagement Digital literacy Empathy Learning Agility Collaboration Financial Solution Recommendation Customer Development

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• * Health and wellness program, including many options


• * 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

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal