Area(s) of interest: Advisory services, Personal banking

National Bank of Canada 2.89K subscribers

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.

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 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.

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
Languages: Whichever languages you speak, you should be able to communicate effectively with clients.

Skills

Brand Ambassadorship

Client Education

Driving Results

Finance

Funding

Information Analysis

Insurance

Investments

Mortgage Lending

Personal Banking

Proposal Generation

Readiness

Retirement Planning

Small Business

Taxations

Perks

Health and wellness program, including many options.

Employee Share Ownership Plan.

Employee and family assistance program.

Preferential banking services.

Involvement in community initiatives.

Virtual sleep clinic.

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📌 Banking advisor (Ontario)
🏢 Banque Nationale du Canada
📍 Ontario