Banking Advisor – National Bank

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 to offer a people‑centric experience for branch clients.

This role offers opportunities for development. By obtaining a 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.
- Support clients through the mortgage renewal or renegotiation process.
- Ensure client satisfaction and engagement.
- Refer clients to specialist colleagues for specific needs.
- Ensure adherence to compliance and risk management rules.

Team and Career Development

The branch is open one evening a week and offers flexible scheduling. This position reports to the Branch Manager and the team includes experts in investment,



mortgage financing, and related areas.

After gaining experience, you may advance within 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‑job learning and provide personalized training content on banking solutions and the advisory approach.

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 upon successful completion.
- Advisory service experience, inclusive attitude, and openness to diversity.

Additional language requirement: French.

Compensation and Benefits

Salary Range: 55,200 – 66,900.

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible perks, including:

- 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.

#J-18808-Ljbffr

📌 Banking Advisor (Longueuil)
🏢 National Bank of Canada
📍 Longueuil