People-First Banking Advisor for Growth & Impact

National Bank of Canada; Montreal (administrative region); 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 in Montreal seeks a Banking Advisor to provide people-centric service, listen to clients’ needs, and offer solutions across personal and small business banking.

With the mutual fund licence, opportunities to expand into investment transactions and mortgage support; training and internal mobility emphasized. Join a team that values collaboration and accessibility, with comprehensive benefits.

Qualifications

• Advisory service experience, inclusive attitude and openness to diversity.
• Hold a college diploma (DEC) or equivalent.
• Mutual fund representative (MFR) licence – obtain within 3 months of hire with full refund after licensed.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Give advice and offer appropriate solutions for Personal and Small Business clients to meet transaction, investment, personal financing, insurance and estate planning 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

Advisory experience

Client listening

Communication

Open to diversity

Education

DEC or equivalent

Mutual fund licence (MFR)

Job description

National Bank of Canada in Montreal seeks a Banking Advisor to provide people-centric service, listen to clients’ needs, and offer solutions across personal and small business banking.

With the mutual fund licence, opportunities to expand into investment transactions and mortgage support; training and internal mobility emphasized. Join a team that values collaboration and accessibility, with comprehensive benefits.