People-Driven Banking Advisor: Growth & Licensing Path

National Bank of Canada; Longueuil; On-site; CAD 35,000 - 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 in Canada to provide a people-centric experience for branch clients, using analytical skills to understand needs and offer tailored solutions in personal and small business banking.

The role includes opportunities for development, including mutual fund qualifications, with chances to advance within the branch team and across regions. You’ll work with experts in investment and mortgage financing while ensuring compliance and client satisfaction.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence or obtain within three months with full refund.
• Advisory service experience and openness to diversity.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Advise Personal and Small Business clients to meet financial needs.
• Support clients through mortgage renewal or renegotiation.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for their needs.
• Ensure adherence to compliance and risk management rules.

Skills

Client advisory skills

Financial services expertise

Communication skills

Diversity & inclusion mindset

Education

College diploma (DEC)

Mutual fund representative licence (MFR)

Job description

National Bank of Canada is seeking a Banking Advisor in Canada to provide a people-centric experience for branch clients, using analytical skills to understand needs and offer tailored solutions in personal and small business banking.

The role includes opportunities for development, including mutual fund qualifications, with chances to advance within the branch team and across regions. You’ll work with experts in investment and mortgage financing while ensuring compliance and client satisfaction.