Client-Centric Banking Advisor, Growth & Licensing Ready

National Bank of Canada; Saint-Jean-sur-Richelieu; 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

National Bank of Canada is seeking a Banking Advisor to provide a people‑centric experience for branch clients, listening to needs, resolving complex situations, and delivering tailored financial guidance.

You will advise Personal and Small Business clients on transactions, investments, financing, insurance and estate planning, while supporting mortgage renewals and ensuring compliance within a collaborative team.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence – If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it.
• Advisory service experience, inclusive attitude 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, made‑to‑measure insurance and estate planning needs.
• Support your clients through the mortgage renewal or renegotiation process.
• Ensure client satisfaction and engagement.
• Refer your clients to your specialist colleagues for their specific needs.
• Ensure adherence to compliance and risk management rules.

Skills

Listening to clients’ needs

Problem solving

Advisory service

Education

College diploma (DEC) or equivalent

Job description

National Bank of Canada is seeking a Banking Advisor to provide a people‑centric experience for branch clients, listening to needs, resolving complex situations, and delivering tailored financial guidance.

You will advise Personal and Small Business clients on transactions, investments, financing, insurance and estate planning, while supporting mortgage renewals and ensuring compliance within a collaborative team.