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Added 1 hour ago
UO
Scientific Assistant
University of Victoria
Victoria, BC
- Full-time
…and by coordinating with other technical staff, such as the Manager of Laboratories (ML), Senior Scientific Assistants (SSAs), and Scientific Assistants (SAs), as needed for the day-to-day…
Added 1 hour ago
UO
Manager of Operations
University of Victoria
Victoria, BC
- Full-time
Reporting to the Director of the Kula: Library Futures Academy, the Manager of Operations provides leadership for the planning, coordination, communications, and operational infrastructure…
Added 2 hours ago
RM
Clinical Nurse Specialist Navigator
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- Full-time
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TL
Head of Sales & Hospitality - The Little Gym - Incentive Pay Options
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- Full-time
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- Full-time
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- Full-time
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Added 3 hours ago
NB
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- Full-time
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Added 3 hours ago
NB
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National Bank of Canada
Brossard, QC
- Full-time
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Added 3 hours ago
ND
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Added 4 hours ago
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Added 4 hours ago
Account Manager
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Added 4 hours ago
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National Bank of Canada

BANKING ADVISOR

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Oct 1, 2026

Original job description

Salary Range: 49,000-60,700

Youtube Video

A 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 in order 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.

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

Your team

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. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.

Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other.

After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

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

Languages: French
Required skills:

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* 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 have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Apply About employer

More about this job

Responsibilities

Assess clients’ needs, resolve complex situations, and advise personal and small business clients on transactions, investments, financing, insurance, and estate planning. Support client satisfaction and engagement, refer clients to specialists when appropriate, and follow compliance and risk management requirements.

Requirements

A college diploma (DEC) or equivalent and experience in advisory services are required, along with an inclusive attitude and openness to diversity. Applicants must hold a mutual fund representative licence or obtain it within three months of hiring; French is required.

Skills

Client Needs Assessment
Complex Problem Resolution
Financial Advice
Personal Banking
Small Business Banking
Investment Solutions
Personal Financing
Insurance Solutions
Estate Planning
Client Satisfaction
Client Engagement
Referrals
Compliance
Risk Management
Analytical Skills
Inclusive Service

Benefits

Health And Wellness Program
Flexible Group Insurance
Pension Plan
Employee Share Ownership Plan
Employee And Family Assistance Program
Preferential Banking Services
Community Initiatives
Telemedicine Service
Virtual Sleep Clinic

Visa sponsorship

Not detected in the job text

Keywords

Banking
Banking Advisor
Personal Banking
Small Business Banking
Client Advisory
Client Needs Assessment
Financial Transactions
Investment Solutions
Personal Financing
Insurance
Estate Planning
Mutual Fund Representative Licence
Mutual Fund Transactions
Compliance
Risk Management
Client Satisfaction
Client Engagement
Specialist Referrals
Advisory Services
French

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