Banking advisor

Job Overview Banking advisor role at National Bank of Canada.Compensation: Between $49,000 - $60,700 per year. 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. Ensure client satisfaction and engagement. Refer clients to specialist colleagues for their specific needs. Ensure adherence to compliance and risk management rules. 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. 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. Benefits 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. Opportunities to get involved in community initiatives. 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. Our Values 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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? Come live your ambitions with us Additional required languages: English, French. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance Industries Banking Referrals increase your chances of interviewing at National Bank of Canada by 2x. Get notified about new Banking Advisor jobs in Montreal, Quebec, Canada. #J-18808-Ljbffr