Banking Associate

Overview

The Financial Advisor role is a permanent full‑time on‑site position at National Bank, offering the opportunity to advise Personal and Small Business clients on transactions, investments, personal financing, tailored insurance, and estate planning. This position also supports clients through mortgage renewals or renegotiations and ensures compliance and risk‑management rules are followed.

• Give advice and provide appropriate solutions to Personal and Small Business clients.
• Support clients through mortgage renewal or renegotiation processes.
• Ensure adherence to compliance and risk‑management rules.
• Collaborate with a team specializing in investment, mortgage financing, and other areas of banking.
• Share knowledge and help colleagues within the branch.

• Experience in advisory services and a passion for inclusive and diverse client interactions.
• Proficiency in English.
• Knowledge and experience in Finance, Information Analysis, Investments, Mortgage Lending, Personal Banking, and Retirement Planning.
• Open‑mindedness and commitment to diversity and inclusion.

• Competitive compensation package.
• Flexible group insurance.
• Generous pension plan.
• Employee and family assistance program.
• Preferential banking services.
• Involvement in community initiatives.
• Virtual sleep clinic.