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Added 1 min ago
NB
Wealth Associate
National Bank of Canada
Calgary, AB
- 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 1 min ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Victoria, BC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 1 min ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Nanaimo, BC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 1 hour ago
CO
People and Culture Business Partner
City of North Vancouver
North Vancouver, BC
- Full-time
Reporting to the Manager, People & Culture Services, the People and Culture Business Partner works in a client-group based model to provide guidance and advice at all levels of the…
Added 1 hour ago
EI
Brand Protection Advisor I
Ecolab Inc.
Saskatoon, SK
- Full-time
Ecolab is seeking a Brand Protection Advisor (Hospitality and Hotels) to join its EcoSure division, an industry leader in brand protection programs, to drive operational excellence and help…
Added 3 hours ago
C
Director, Distribution Strategy & Financial Management
CIBC
Toronto, ON
- Full-time
…shape the strategy and priorities for CIBC’s banking centre and advisor channels. Reporting to the Senior Director, Distribution Strategy & Enablement, you’ll lead high-priority strategic…
Added 4 hours ago
C
Director, Distribution Strategy & Financial Management
CIBC
Toronto, ON
- Full-time
…shape the strategy and priorities for CIBC’s banking centre and advisor channels. Reporting to the Senior Director, Distribution Strategy & Enablement, you’ll lead high-priority strategic…
Added 5 hours ago
DIRECTOR, PRODUCT - INSURANCE
Green Shield Canada
Toronto, ON
Define the strategic direction for our insurance product portfolio comprised of member, employer, advisor and internal stakeholders
Added 5 hours ago
S
Beauty Advisor - Part Time
sephora.com
St. John's, NL
- $18 to $22.5 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 5 hours ago
S
Beauty Advisor - Full Time
sephora.com
Edmonton, AB
- $17 to $20 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 5 hours ago
EJ
CA Financial Advisor
Edward Jones
Ottawa, ON
- $38,500 to $100,000 CAD / year
- Full-time
…estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by a client support team, a home-office team…
Added 6 hours ago
G
Director, Product - Insurance
GreenShield
Toronto, ON
- Full-time
Define the strategic direction for our insurance product portfolio comprised of member, employer, advisor and internal stakeholders
Added 6 hours ago
Delivery Manager, Wealth Management
Scotiabank
Toronto, ON
…Management projects or workstreams, including initiatives related to advisor enablement, client experience, operational efficiency, regulatory change, or platform modernization, for…
Added 6 hours ago
VC
Advanced Practice Physiotherapist - McLean Integrated Spine Clinic
Vancouver Coastal Health
Vancouver, BC
- $45.15 to $56.17 CAD / hour
- Temporary
…General Hospital! Apply today to speak to a Talent Acquisition…
Added 7 hours ago
AC
Tax Preparer
ACCA Careers
Oshawa, ON
- Full-time
…in support of our firm’s business operations. As a trusted advisor, you’ll identify challenges, problem solve and drive efficiencies while contributing to the success of our firm and our…
Added 7 hours ago
C
Financial Advisor CIRO-ID
CIBC
Toronto, ON
- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 7 hours ago
RB
Banking Advisor
Royal Bank of Canada
Fort Frances, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 8 hours ago
A
Everyday Banking Advisor - Pincher Creek
ATB
Pincher Creek, AB
- Full-time
Ready to Make a Real Difference? Join ATB as an Everyday Banking Advisor!
Added 8 hours ago
A
Senior Compensation Specialist
ATB
Remote, Canada
- Full-time
- Remote
Act as a Trusted Strategic Partner: Translate ATB's compensation philosophy into practical guardrails for client groups across the organization, solving complex business challenges and…
Added 8 hours ago
T
Social Media Surveillance Officer
TD
Toronto, ON
- Full-time
…Canada use social media confidently and compliantly - balancing advisor enablement with strong regulatory oversight. As a regulatory and policy subject matter expert, you will provide…
Added 8 hours ago
SL
SUN LIFE FINANCIAL ADVISOR - Alberta
Sun Life
Calgary, AB · AB · Grande Prairie, AB · Lethbridge, AB · Red Deer, AB · Canada Mid-Western Region Career Sales Force Location
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 8 hours ago
SL
SUN LIFE FINANCIAL ADVISOR - Manitoba
Sun Life
Winnipeg, MB · ON · Canada Ontario West & Manitoba Region Career Sales Force Location
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 8 hours ago
SL
SUN LIFE FINANCIAL ADVISOR - Saskatchewan
Sun Life
Regina, SK · Saskatoon, SK · Canada Western Region Career Sales Force Location
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 8 hours ago
SL
SUN LIFE FINANCIAL ADVISOR - Northwest Territories, Yukon & Nunavut
Sun Life
Yellowknife, NT · Iqaluit, NU · ON · Whitehorse, YT · Canada Ontario Central Region Career Sales Force Location
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 8 hours ago
C
Bilingual Sales Associate, Apartments.com/ Associé(e) aux ventes bilingue, Apartments.com - Montréal, Québec
CoStar
Montreal, QC
- Full-time
Orientation client – Bâtir de solides relations avec les clients en offrant un soutien exceptionnel grâce à des communications régulières à valeur ajoutée, en partageant des analyses du…

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: Dec 5, 2026
Posting language: English
Posted: Nov 5, 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 client needs, resolve complex situations, and advise Personal and Small Business clients on transactions, investments, financing, insurance, and estate planning. 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 is required.

Skills

Client Needs Assessment
Financial Advice
Banking Solutions
Investment Services
Personal Financing
Insurance Solutions
Estate Planning
Client Satisfaction
Client Engagement
Referral Management
Compliance
Risk Management
Analytical Skills
Advisory Services
Inclusive Communication
Mutual Fund Transactions

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
Client Advisory
Financial Services
Mutual Fund Representative Licence
Mutual Fund Transactions
Investment Services
Personal Financing
Insurance
Estate Planning
Transaction Services
Client Needs Assessment
Client Satisfaction
Client Engagement
Compliance
Risk Management
Advisory Services
Referral Management
Branch Banking
French

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