Title posted on Jobillico - Investment Advisor

Posted on August 15, 2026 by Employer details National Bank

Job details

As an Investment Advisor at the National Bank call centre, you'll live up to your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. Through your friendly approach and the quality of your advice, you'll provide clients with a personalized experience and recommend savings products for their needs.

Your role

- Take calls from clients and answer their questions.
- Recommend customized savings solutions.
- Listen to people's needs and resolve situations that may be complex.
- Provide advice and recommend investment solutions.
- Complete transactions into the investment accounts of customers.
- Direct clients to your colleagues for their specialized needs.
- Ensure adherence to compliance and risk management rules.

The customer contact centre is open Monday to Thursday from 8:00 a.m. to 6:15 p.m. and Friday from 8:00 a.m. to 5:15 p.m. Different work schedules are possible.

Your team

The position reports to the Director of Investment Solutions and you work daily with a team of around 100 specialists in investment, credit, mortgage financing and more. You'll report to the Investment Solutions Manager and routinely work with a team of hundreds of experts specializing in investment, credit, mortgage financing, and other areas.

Your training and development

You'll begin with a full time,



on-the-job training during which time you'll experience the call centre environment and get to know your teammates. The training program focuses on hands-on learning which will help you to learn about your role, our products and our technologies.

Requirements

- College diploma (DEC) or equivalent.
- Mutual fund representative (MFR) licence - You can obtain this licence within 6 weeks following your start date with a full refund once you have successfully obtained it.
- Ability to adapt to various situations

Your perks

- 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 p

Location & Compensation

- Location Montréal , QC
- Work location On site
- Salary $ 59,380 YEAR annually
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #17362136

- Montréal, QC

Advertised until

2026-09-13

📌 investment consultant (Montreal)
🏢 National Bank
📍 Montreal