Job Overview

A career as a Banking Advisor at National Bank is a wide-ranging 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.

Responsibilities
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.

Team and Work Environment

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, relying on shared knowledge and mutual support.

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, an inclusive attitude and openness to diversity.

Perks

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your well‑being and that of your family such as:
Health and wellness program, including many options.
Adaptable 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.

Salary Range: 49,000–60,700
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📌 Banking Advisor Amos (Canada)
🏢 National Bank of Canada
📍 Canada