Banking advisor (On-Site)

National Bank; Shawinigan; On-site; CAD 55,000 - 67,000; Full time

Job summary

Join National Bank as a Banking Advisor and make a positive impact on clients' lives. This full-time role in Shawinigan involves advising on personal banking, investment strategies, and handling mortgage renewals. Develop your career through training and support, establishing strong relationships with clients in a people-centric environment.

Benefits

Health and wellness programs

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to participate in community initiatives

Virtual sleep clinic

Qualifications

• Must hold a mutual fund representative license (MFR) within three months.
• Experience in advisory services preferred.
• Inclusive attitude and openness to diversity are essential.

Responsibilities

• Listen to clients’ needs and offer suitable solutions.
• Support mortgage renewal processes.
• Ensure client satisfaction and compliance with risk management rules.

Skills

Client Education

Business Development

Mortgage Lending

Finance

Insurance

Education

College diploma (DEC) or equivalent

Job description

Attendance On-Site Job number 26717
Category: Professional
Status: Permanent
Type of Contract: Permanent
Schedule: Full-Time
Posting date: 27-May-2025
Salary: $55,200 - $66,900 per year
Location: Shawinigan, Quebec
Area of Interest: Advisory services, Personal banking

A career as a Banking Advisor at National Bank offers a varied role that allows you to pursue your ambitions and positively impact your own life as well as those of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills to provide a people-centric experience for branch clients.

This role provides development opportunities. By obtaining your mutual fund representative license, if you don’t already have it, you’ll be able to progress and expand your responsibilities, especially by handling mutual fund transactions.

• Listen to clients’ needs and resolve complex situations.
• Advise and offer suitable solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, insurance, and estate planning needs.
• Support clients during mortgage renewal or renegotiation processes.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for specific needs.
• Ensure compliance with risk management rules.

Your team

The branch is open one evening a week. Work schedules vary depending on team availability. This position reports to the Branch Manager and collaborates with experts in investment, mortgage financing, and other areas.

Our team values passionate individuals and bold ideas. We work together to help clients reach their goals and colleagues enjoy their work. Knowledge sharing and mutual support are fundamental.

After gaining experience, many career options are available, including advancement within the same role, promotion, or transfer to another region or branch. We promote internal mobility and offer numerous career development opportunities.

Our training programs emphasize on-the-job learning to help you master your role. You will access personalized training on banking solutions and advisory approaches, supported by colleagues with diverse expertise and backgrounds.

Prerequisites

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) license – if not, you must obtain it within three months of hiring, with a full refund upon successful completion.
• Experience in advisory services, an inclusive attitude, and openness to diversity.

Languages: French

Skills

Brand Ambassadorship, Business Development, Client Education, Driving Results, Finance, Funding, Analysis, Insurance, Investments, Mortgage Lending, Personal Banking, Proposal Generation, Readiness, Retirement Planning, Small Business.

Benefits

Along with competitive compensation, you’ll enjoy a wide range of flexible benefits, including:

• Health and wellness programs
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to participate in community initiatives
• Virtual sleep clinic

We foster a positive employee experience through dynamic environments and advanced collaboration tools. We listen to employees’ ideas via surveys and feedback channels. Our mission is to make a positive impact on people's lives, guided by our core values of partnership, agility, and empowerment. Inclusivity and accessibility are central to our workplace. If you require accommodations, please inform us during your initial conversations. We welcome all candidates!