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Added 2 mins ago
ScotiaMcLeod Senior Associate - Laval, Qc
Scotiabank
Laval, QC
Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device.
Added 2 mins ago
B
Manager, Enterprise
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- Full-time
Serve as the senior day-to-day advisor to your clients, leading them through opportunity discovery, managing expectations and stakeholders, and ensuring each engagement delivers measurable…
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- Full-time
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Added 16 mins ago
Director, CX Business Systems
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This role will be responsible for defining and executing the strategy, roadmap, development, ownership, and maintenance of all business systems supporting our CX business domain that…
Added 31 mins ago
MW
Junior Investment Advisor
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- Full-time
We believe in learning by doing, supported every step of the way. You’ll shadow top advisors, receive one-on-one coaching, and get hands-on experience. We’ll also support your licensing…
Added 46 mins ago
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Safety & Training Advisor (Underground)
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Added 47 mins ago
Product Manager - AI Platform
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…the intersection of complex operational workflows, machine learning, and real mortgage expertise to turn hard problems into shipped…
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Product Manager - AI Platform
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…the intersection of complex operational workflows, machine learning, and real mortgage expertise to turn hard problems into shipped…
Added 1 hour ago
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- Full-time
You grow your expertise through learning and professional development.
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Program Consultant, Learning & Development-Second Language Training
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You are responsible for the development, delivery and continuous improvement of the City's corporate second-language training and language proficiency testing programs in support of…
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Senior Advisor, Governance, Risk and Compliance (GRC) - Cybersecurity
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- Full-time
Continuous growth and learning: Through partnerships with world-renowned education leaders, we provide access to thousands of top-rated online courses and certifications. With exclusive…
Added 3 hours ago
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Premier Client Specialist
BMO U.S.
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- Full-time
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Added 3 hours ago
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VP, Accounting & Controllership (Husky)
Husky Technologies
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- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 4 hours ago
NB
Advisor, AAF Group and CDC
National Bank of Canada
Montreal, QC
- Full-time
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of…
Added 4 hours ago
NB
Associate
National Bank of Canada
Sorel-Tracy, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 4 hours ago
NB
Banking Advisor D
National Bank of Canada
Montreal, QC
- Full-time
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…
Added 4 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
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…
Added 4 hours ago
DC
Senior Project Manager – Transportation/Traffic Engineering & Roadway Safety
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Guelph, ON · Hamilton, ON · Kingston, ON · Kitchener, ON · Oakville, ON · Ottawa, ON · Toronto, ON · Vaughan, ON · North York, ON
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Commit to self-development and ongoing learning in emerging traffic software, micro-simulation tools, and smart mobility technologies.
Added 5 hours ago
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Resident Advisor - TRU East Village
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- Full-time
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Added 8 hours ago
Priority Issues Coordinator
Government of Alberta
AB
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Added 9 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
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- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 10 hours ago
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Senior Advisor, Business strategies
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Montreal, QC · Quebec, QC · Complexe Desjardins Montréal
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 10 hours ago
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Senior Advisor, Actuarial analysis and statistics
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Calgary, AB · Mississauga, ON · Toronto, ON · Levis, QC · Montreal, QC · Quebec, QC
- Full-time
As a senior actuarial and statistical advisor, you help ensure profitability and balanced risk-return ratios for products and services. You also establish reserves, produce statistical…
Added 10 hours ago
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Associate Wealth Management Advisor
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- Full-time
As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products…
Added 10 hours ago
VF
Insurance and Investment Advisor
VFG Financial Group
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- Full-time
…starting out, have 3 to 5 years of experience or have been an advisor for longer, you’ll find a friendly, supportive environment where you can keep learning, build your confidence and…

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
Apply by: Nov 25, 2026
Posting language: English
Posted: Oct 26, 2026

Original job description

Salary Range: 55,200-66,900

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.
Support your clients through the mortgage renewal or renegotiation process.
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, English
Reason to require this language: you will need to serve clients who speak a language other than French regularly.
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 client needs and provide tailored advice and solutions for personal and small business banking, investments, financing, insurance, estate planning, and mortgage renewals. Maintain client satisfaction, refer clients to specialists when appropriate, and follow compliance and risk management requirements.

Requirements

A college diploma (DEC) or equivalent and advisory service experience 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 and English language skills are required to serve clients who regularly speak a language other than French.

Skills

Client Needs Assessment
Financial Advice
Customer Service
Problem Solving
Analytical Skills
Personal Banking
Small Business Banking
Investment Solutions
Personal Financing
Insurance
Estate Planning
Mortgage Renewals
Mutual Fund Transactions
Compliance
Risk Management

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
Personal Banking
Small Business Banking
Financial Advice
Client Service
Mutual Fund Representative Licence
Mutual Fund Transactions
Investment Solutions
Personal Financing
Insurance
Estate Planning
Mortgage Financing
Mortgage Renewals
Compliance
Risk Management
Advisory Services
Client Engagement
Branch Banking
French
English

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