Client-Focused Banking Advisor for Growth

National Bank of Canada; Saint-Donat; On-site; CAD 49,000 - 61,000; 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 listen to clients’ needs, provide tailored advice for Personal and Small Business clients, and guide transactions, investments, and insurance needs.

You’ll work with investment, mortgage financing, and other experts, with on‑the‑job training and opportunities for internal mobility. The role emphasizes compliance, client satisfaction, and a people‑first approach.

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.
• 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

Advisory service experience

Compliance awareness

Client relationship management

Education

College diploma (DEC) or equivalent

Mutual fund representative (MFR) licence

Job description

National Bank of Canada is seeking a Banking Advisor to listen to clients’ needs, provide tailored advice for Personal and Small Business clients, and guide transactions, investments, and insurance needs.

You’ll work with investment, mortgage financing, and other experts, with on‑the‑job training and opportunities for internal mobility. The role emphasizes compliance, client satisfaction, and a people‑first approach.