Banking advisor (On-Site)

National Bank; Windsor; On-site; CAD 49,000 - 61,000; Full time

Job summary

A financial institution in Windsor is seeking a Banking Advisor to deliver personalized service and resolve client needs. This permanent full-time position offers competitive compensation and numerous benefits, including a health and wellness program and flexible group insurance. Candidates should hold a college diploma and have experience in advisory services. Opportunities for professional development and career advancement are available.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Telemedicine service

Virtual sleep clinic

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Experience in advisory services, inclusive attitude and openness to diversity.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Give advice for Personal and Small Business clients.
• Ensure client satisfaction and engagement.
• Refer clients to specialists for specific needs.
• Ensure compliance and risk management adherence.

Skills

Advisory skills

Customer service

Analytical skills

Openness to diversity

Education

College diploma (DEC) or equivalent

Job description

Attendance On-Site Job number 28845 Category Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 02-Oct-2025 $ 49000 $ 60700 Salary : $ 49000 - $ 60700 per year Area(s) of interest : Advisory services, Personal banking Location(s) : Windsor

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people‑centric experience for branch clients.

This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions.

Your Job

• 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.

Your Team

The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.

Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other.

After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

Prerequisites

• Hold a college diploma (DEC) or equivalent
• Experience in advisory services, inclusive attitude and openness to diversity

Languages

English

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.

• 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
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

We are a bank that prioritises people and offers a barrier‑free workplace that is accessible to all employees. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates!