Client-Centric Banking Advisor: Mortgages, Investments & More

National Bank of Canada; Bathurst; On-site; CAD 62,000 - 74,000; 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 Senior Banking Advisor to deliver a people‑centric client experience in branch, resolve complex situations, and support colleagues across investment, mortgage financing, and advisory services.

You will help clients with personal and small business needs, contribute to team growth, and uphold compliance standards while advancing your career in a collaborative, people‑first environment.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence.
• Advisory service experience, inclusive attitude and openness to diversity.

Responsibilities

• Listen to clients’ needs and resolve highly complex situations.
• Advise Personal and Small Business clients on transactions, investments, mortgage renewal, and insurance needs.
• Support clients through mortgage renewal or renegotiation.
• Participate in the development of branch colleagues.
• Ensure client satisfaction and engagement, and serve as a reference for clients and teammates.
• Adhere to compliance and risk management rules.

Skills

Brand Ambassadorship

Client Education

Client Engagement

Client-focused

Digital literacy

Driving Results

Empathy

Finance

Funding

Investments

Mortgage Lending

Oral Communication

Personal Banking

Readiness

Retirement Planning

Small Business

Solution Implementation

Standards Compliance

Succession

Products/Services

Teamwork

Education

College diploma (DEC) or equivalent

Mutual fund representative (MFR) licence

Advisory service experience

Diversity openness

Job description

National Bank of Canada is seeking a Senior Banking Advisor to deliver a people‑centric client experience in branch, resolve complex situations, and support colleagues across investment, mortgage financing, and advisory services.

You will help clients with personal and small business needs, contribute to team growth, and uphold compliance standards while advancing your career in a collaborative, people‑first environment.