As a Banking Advisor at National Bank, you’ll embark on an evolving career path where you can make bold moves. As soon as you start, and throughout your development, as your experience and responsibilities increase, so will your salary.

In this role, you will be able to:

Develop your expertise with responsibilities that evolve based on your level.
Build personal and trust-based relationships with branch clients.
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day.
Grow your career by following a structured path where you can progress in your role and get opportunities to move internally and be promoted.

Your job

Depending on your level, you will take on responsibilities that will evolve with your experience and expertise:

Listen to client needs, ask the right questions and handle a variety of situations, including complex cases.
Advise individuals and small businesses by offering tailored solutions, including day-to-day transactions, personal financing, investments, customized insurance coverage and simple estate planning needs.
Support clients through the mortgage renewal or renegotiation process.
Provide a consistent, personalized and satisfying experience for every interaction.
Refer clients to the appropriate specialists (investments, mortgage, insurance) to ensure they receive the best possible service.
Follow compliance, security and risk management rules in all your activities.

This posting covers multiple levels of Banking Advisor positions. Compensation is based on the level of the position and experience, and includes a competitive base salary, annual increases, a bonus, and a comprehensive benefits package.

Your team

As a banking advisor, you will work closely with a team of specialists in investments, mortgage financing and other areas. This day-to-day synergy exposes you to a wide range of financial situations and quickly deepens your knowledge.

Through these interactions and on-the-job training programs, you’ll build your expertise in banking solutions, the advisory approach and client needs. As a result, you can advance in your career as a banking advisor, expand your skill set and move into roles with more responsibility.

And if you want to go even further, several paths are open to you: promotions, internal mobility, change of location or branch, or other possibilities that support your ambitions and professional development.

Prerequisites

Having or obtaining a mutual fund licence (MFR) is essential if you want to access higher levels in this role
College diploma (DEC) or equivalent
Advisory service experience, inclusive attitude, and openness to diversity

Languages:

English, French

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

National Bank of Canada

Banking Advisor

About the Job

Requirements

Responsibilities

About the Company

National Bank of Canada

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