People-First Banking Advisor: Grow Clients & Your Career

National Bank of Canada; Boisbriand; 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, provide tailored advice, and manage a range of banking needs from personal to small business. You will work with investment, mortgage financing and other specialists to support client goals and stay compliant with regulatory requirements.

The role offers development opportunities with training programs, flexible schedules, and potential internal mobility within a collaborative, people‑first environment.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence and obtain within three months if not held.
• 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.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for specific needs.
• Ensure adherence to compliance and risk management rules.

Skills

Advisory service

Client listening

Compliance awareness

People‑first mindset

Education

DEC or equivalent

Mutual fund representative licence (MFR)

Job description

National Bank of Canada is seeking a Banking Advisor to listen to clients, provide tailored advice, and manage a range of banking needs from personal to small business. You will work with investment, mortgage financing and other specialists to support client goals and stay compliant with regulatory requirements.

The role offers development opportunities with training programs, flexible schedules, and potential internal mobility within a collaborative, people‑first environment.