Banking advisor

Compensation: Between $49000 - $60700 per year

Overview

Join National Bank as a Banking Advisor, helping branch clients manage their financial needs with a friendly, analytical approach. This role supports both personal and small business customers through a people‑centric experience.

Your job

• 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 clients to specialist colleagues for specific needs.
• Ensure adherence to compliance and risk management rules.

Your team

The branch is open one evening per week. Schedules vary based on team availability. You’ll report to the Branch Manager and work with experts in investment, mortgage financing, and other areas.

Prerequisites

• 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.

Your benefits

• Health and wellness program, including many options.
• Flexible group insurance.
• Generous pension plan.
• Employee Share Ownership Plan.
• Employee and Family Assistance Program.
• Preferential banking services.
• Opportunities to get involved in community initiatives.
• Telemedicine service.
• Virtual sleep clinic.

Additional required languages: French