People-First Banking Advisor - Growth & Impact

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 help branch clients with a friendly, analytical, people‑centred approach. You’ll address personal and small business needs, including transactions, investments, financing, insurance and estate planning, while maintaining compliance and strong client relationships.

Opportunities to obtain a mutual fund licence and advance within the branch are available.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence – obtain within three months of hiring with a full refund after licensure.
• 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 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

Advisory service experience

Education

DEC or equivalent

Job description

National Bank of Canada is seeking a Banking Advisor to help branch clients with a friendly, analytical, people‑centred approach. You’ll address personal and small business needs, including transactions, investments, financing, insurance and estate planning, while maintaining compliance and strong client relationships.

Opportunities to obtain a mutual fund licence and advance within the branch are available.