Banking Advisor

Youtube VideoA career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You'll adopt a friendly approach and use your analytical skills to offer a people-centric experience for branch clients. This role offers opportunities for development.

By obtaining your mutual fund representative licence, if you don't already have it, you'll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions.

• 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 their specific needs.
• Ensure adherence to compliance and risk management rules.

The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager, and you will work daily with a team of experts specializing in investment, mortgage financing, and other areas. Our team values passionate people and bold ideas, encourages knowledge sharing, and aims to help clients reach their goals.

We offer on‑the‑job learning through personalized training content on banking solutions and advisory approaches. After gaining experience, you may advance in the same role, get promoted, or move to another region or branch. Internal mobility is encouraged.

• 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, an inclusive attitude, and openness to diversity.

• 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.
• Involvement in community initiatives.
• Telemedicine service.
• Virtual sleep clinic.

We welcome all candidates! Join us.