Banking advisor (Quebec City)

Banking advisor (Quebec City)

17 Aug
|
National Bank of Canada
|
Quebec City

17 Aug

National Bank of Canada

Quebec City

Job Overview
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, including the possibility to obtain a mutual fund representative licence (MFR) if you do not already hold one, which will allow you to progress 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.

Qualifications

Hold a college diploma (DEC)



or equivalent.

Hold or obtain within three months of hiring an MFR licence.

Advisory service experience.

Inclusive attitude and openness to diversity.

Mandatory skills: Brand Ambassadorship, Client Education, Client Engagement, Client‑focused, Digital literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance, Investments, Learning Agility, Mortgage Lending, Oral Communication, Personal Banking, Proposal Generation, Readiness, Retirement Planning, Small Business, Solution implementation, Standards Compliance, Succession products and services, Taxations, Teamwork, Treasury Management.

Languages: French.

Perks

Competitive compensation.

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.

Community initiative involvement.

Telemedicine service.

Virtual sleep clinic.

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📌 Banking advisor (Quebec City)
🏢 National Bank of Canada
📍 Quebec City

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