Banking advisor

3 weeks ago

Chateauguay Quebec HS, Montréal, Canada National Bank Full time

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.

Your role

  • 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.

Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other.

After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in 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-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

Basic requirements

  • 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
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
  • 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
  • Initiatives promoting community involvement
  • Telemedicine service
  • Virtual sleep clinic
These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first: We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? Ready to live your ambitions?

  • Banking Advisor

    3 weeks ago

    Longueuil, Quebec, H4H, Montréal, Canada National Bank Part time

    A career as a Banking Advisor at National Bank is a versatile and 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, listen actively and offer a people-centric experience for branch clients. Your job: Greet clients and answer...

  • Banking Advisor

    1 month ago

    Lasalle, Quebec, H1A, Montréal, Canada National Bank Full time

    Youtube Video 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...

  • Banking Advisor

    3 weeks ago

    Lasalle, Quebec, H1A, Montréal, Canada National Bank Full time

    Youtube Video 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...

  • Senior Small Business Advisor

    3 weeks ago

    Brossard, Quebec, H1N, Montréal, Canada Scotiabank Full time

    Requisition ID: 198005Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role: Senior Small Business Advisor What you’ll be doing: Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is...

  • Senior Small Business Advisor

    1 month ago

    Brossard, Quebec, H1N, Montréal, Canada Scotiabank Full time

    Requisition ID: 198005Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role: Senior Small Business Advisor What you’ll be doing: Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is...

  • Small Business Advisor

    3 weeks ago

    Westmount, Quebec, H1V, Montréal, Canada Scotiabank Full time

    Requisition ID: 197342Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Small Business Advisor

    1 month ago

    Westmount, Quebec, H1V, Montréal, Canada Scotiabank Full time

    Requisition ID: 197342Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Small Business Advisor

    4 weeks ago

    Dollard-des-Ormeaux, Quebec, H8C, Montréal, Canada Scotiabank Full time

    Requisition ID: 199830Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing: Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service...

  • Small Business Advisor

    3 weeks ago

    Dollard-des-Ormeaux, Quebec, H8C, Montréal, Canada Scotiabank Full time

    Requisition ID: 199830Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing: Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service...

  • Mortgage Advisor

    3 weeks ago

    Longueuil, Quebec, H4H, Montréal, Canada Scotiabank Full time

    Requisition ID: 200100Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and...

  • Mortgage Advisor

    4 weeks ago

    Longueuil, Quebec, H4H, Montréal, Canada Scotiabank Full time

    Requisition ID: 200100Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and...

  • Home Financing Advisor

    1 month ago

    Sherbrooke, Quebec, H1W, Montréal, Canada Scotiabank Full time

    Requisition ID: 192538Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and...

  • Home Financing Advisor

    3 weeks ago

    Sherbrooke, Quebec, H1W, Montréal, Canada Scotiabank Full time

    Requisition ID: 192538Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and...

  • Associate

    3 weeks ago

    Brossard, Quebec, H1N, Montréal, Canada National Bank Full time

    A career as an Assistant in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure...

  • Associate

    3 weeks ago

    Brossard, Quebec, H1N, Montréal, Canada National Bank Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure effective...

  • Wealth Management Associate

    1 month ago

    Brossard, Quebec, H1N, Montréal, Canada National Bank Full time

    A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select...

  • Wealth Management Associate

    3 weeks ago

    Brossard, Quebec, H1N, Montréal, Canada National Bank Full time

    A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select...

  • Director of Finance

    3 weeks ago

    Kirkland, Quebec, Montréal, Canada PiVAL Full time

    Pival International Inc. is a global logistics and supply chain management company with a comprehensive menu of warehousing logistics solutions and transportation solutions, including time sensitivity (land and air), FTL, LTL, intermodal.As Director of Finance, you will report directly to the COO and work closely with the CEO to drive financial strategies....

  • Director of Finance

    1 month ago

    Kirkland, Quebec, Montréal, Canada PiVAL Full time

    Pival International Inc. is a global logistics and supply chain management company with a comprehensive menu of warehousing logistics solutions and transportation solutions, including time sensitivity (land and air), FTL, LTL, intermodal.As Director of Finance, you will report directly to the COO and work closely with the CEO to drive financial strategies....

  • Banking advisor

    3 weeks ago

    Quebec City, Quebec, Québec, Canada National Bank Full time

    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...

  • Banking Advisor

    4 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: A career as a Banking Advisor at National Bank is a versatile and 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...

  • Banking Advisor

    2 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    A career as a Banking Advisor at National Bank is a versatile and 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, listen actively and offer a people-centric experience for branch clients. **Your role**: - Greet clients and...

  • Banking Advisor

    4 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank of Donnacona, Ste-Catherine-de-la-Jacques-Cartier, you'll 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...

  • Banking Advisor

    3 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank, you'll 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 provide high-quality advice as you...

  • Banking Advisor

    3 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Québec, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: As a Banking Advisor at the National Bank, you'll 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 provide high-quality advice as...

  • Banking Advisor

    2 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Québec, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank, you'll 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 provide high-quality advice as...

  • Banking Advisor

    1 week ago

    Quebec City, Canada National Bank of Canada Full time

    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...

  • Banking Advisor

    4 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: **Hours Number**:35**: As a Banking Advisor at the National Bank in St-Nicolas, you'll 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...

  • Banking Advisor

    3 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank of Donnacona, Ste-Catherine-de-la-Jacques-Cartier, you'll 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...

  • Banking Advisor

    4 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    **Attendance** On-Site **Job Number** 17776 **Category** Support **Status**: Permanent**Schedule**: Part-Time 20 hours**Posting date** 28-Jul-2023 **Location**: Quebec, Quebec**Area of Interest**: Advisory services, Personal bankingsA career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions...

  • Banking Advisor

    2 days ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: 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...

  • Banking advisor

    3 weeks ago

    Gaspé, Quebec, La Côte-de-Gaspé, Canada National Bank Part time

    Youtube Video 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...

  • Banking advisor

    4 weeks ago

    Quebec City, Canada National Bank Full time

    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...

  • Banking advisor

    4 weeks ago

    Quebec City, Canada National Bank Full time

    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...

  • Banking Advisor

    1 month ago

    Jonquière, Quebec, Le Fjord-du-Saguenay, Canada National Bank Full time

    Youtube Video 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...

  • Banking Advisor

    3 weeks ago

    Warwick, Quebec, G6R, Arthabaska, Canada National Bank Part time

    A career as a Banking Advisor at National Bank is a versatile and 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, listen actively and offer a people-centric experience for branch clients. Your job: Greet clients and answer...

  • Banking Advisor

    3 weeks ago

    Laval, Quebec, H0A, Laval region, Canada National Bank Part time

    * * *Attention* * * The candidate must be available every day from Monday to Saturday from 8h30 a.m. to 5 p.m., and one night until 20h00 p.m. A career as a Banking Advisor at National Bank is a versatile and 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....

  • Banking advisor

    1 month ago

    Quebec City, QC, Québec, Canada National Bank Full time

    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...

  • Banking advisor

    3 weeks ago

    Drummondville, Quebec, J0C, Drummond, Canada National Bank Full time

    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...