Talent.com
National Bank
Personal Banking Advisor (On-Site)National Bank • Montreal, Quebec
Personal Banking Advisor (On-Site)

Personal Banking Advisor (On-Site)

National Bank • Montreal, Quebec
12 days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description
Attendance On-Site Job number 34547 Category Professional Status: Permanent State Quebec Type of Contract Permanent Country Canada Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 27-Jul-2026 $ 57899 Salary: starting at $ 57899 per year Area(s) of interest: Advisory services, Call centres Location(s): Montreal

As a Personal Banking Advisor at National Bank’s call centre, you’ll live your ambitions and have a positive impact on your own life as well as on the lives of clients and colleagues. By adopting a friendly approach and providing high-quality advice, you’ll offer clients a people-centric experience as you assist them with their mortgage renewal process.

Your role:

• Contact and take calls from clients with a mortgage contract that is nearing expiry.

• Examine existing mortgage loan files and assess clients’ renewal needs.

• Provide personalized advice on mortgage renewal options, including interest rates, terms and conditions.

• Negotiate and demonstrate the competitive advantages of the loans, insurance coverage and financial services that meet clients’ needs.

• Ensure adherence to compliance and risk management rules.

Our Client Contact Centre is open Monday to Thursday from 9:00 a.m. to 8:00 p.m. and Friday from 9:00 a.m. to 6:00 p.m. Your work schedule will vary and will be available three weeks in advance. Your work schedule will include 2 weeknights until 8:00 p.m., with the possibility of working on Saturdays from 9:00 a.m. to 5:00 p.m. on a rotating basis.

Your team:

You’ll report to the Mortgage Retention Manager and routinely work with a team of a hundred experts specializing in credit, mortgage financing and other areas.

We offer a stimulating and inclusive work environment. You’ll be surrounded by experts and managers who will help you and guide you in your role. In addition, you’ll work with colleagues in an environment that fosters to learning and growth.

Your training and development:

You'll begin with on-the-job training. You must be available for full-time training 5 days a week. You’ll be able to experience the call centre environment and get to know your colleagues. The training program focuses on hands-on learning which will help you to learn about your role, our products and our technologies. Many options will be available; you could advance in the same role, get promoted, develop within the sector, and more. We offer many career opportunities and encourage internal mobility. We also offer a program to reimburse tuition fees.

Prerequisites

• Hold a college diploma (DEC) or equivalent.

• Customer service experience, inclusive attitude, and openness to diversity.

#sacF


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

Skills

Press space or enter keys to toggle section visibility

Client Education Communication Contract Negotiation Driving Results Emotional Intelligence Information Analysis Stress Management Teamwork Accountability Client-focused Empathy Learning Agility Standards Compliance Active listening Mortgages 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 such as:
* 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 people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
Create a job alert for this search

Personal Banking Advisor (On-Site) • Montreal, Quebec

Similar jobs

Complete Online Surveys For Cash (Up to $25/per)

Earn HausSaint-Jacques, QC, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Wealth Management Senior Advisor

Desjardinsmontreal west, qc, Canada
Full-time

As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass‑affluent Signature Service members and clients.You advise and assist members... Show more

 • Promoted

Wellness Membership Advisor

Nautilus PlusMontreal, Montreal (administrative region), CA
Full-time

A leading fitness service provider in Montreal is looking for a Sales Representative to greet clients and provide customer service.The ideal candidate will have experience in sales, strong communic... Show more

 • Promoted

Retail Sales Associate with Customer Focus

Staples CanadaLanaudière, QC, CA
Full-time

Become a Sales Associate focused on delivering exceptional service while driving sales in our furniture and technology sectors.Your expertise will boost customer engagement and store performance.In... Show more

 • Promoted

Banking Advisor- EN

RBCRawdon, Lanaudière, CA
Full-time

Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting.As p... Show more

 • Promoted

ASSISTANT MANAGER

La Vie En RoseLanaudière, QC, CA
Full-time +1

Opportunities for advancement within the company.Being part of a family-owned business committed to the community.Performance bonuses (in-store sales or management position).Recognition program for... Show more

 • Promoted

Virtual Investment & Personal Banking Specialist

ScotiabankMontreal
Full-time

Virtual Investment & Personal Banking Specialist.As a Virtual Financial Advisor at Scotiabank, you will help employees and clients build their futures and achieve their financial goals.Conduct virt... Show more

 • Promoted

Remote Private Wealth Advisor - Uncapped Earnings

TalentSphere Staffing SolutionsMontreal (administrative region), QC, CA
Remote
Full-time

A leading staffing solution provider is seeking a Private Client Advisor to work remotely in Calgary.This role focuses on asset gathering from warm leads, allowing you to maximize your sales potent... Show more

 • Promoted

High-Performance Private Client Advisor for Wealth Acquisition

Capital Markets Advisors LLCMontreal (administrative region), QC, CA
Full-time

Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients.This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing se... Show more

 • Promoted

Remote Recruiter | $3,000-$11,000 Per Placement

RecXchangeLanaudière, QC, CA
Remote
Part-time

Remote Recruiter Opportunity | Work Global Client Roles | Earn $3,000-$11,000 Per Placement.Work remotely from anywhere in the world.Recruiters across the world are leaving traditional agencies.Ins... Show more

 • Promoted

Personal Banking Associate Trainee (Full time)- Ahuntsic, Montreal

HanzillaMontreal (administrative region), QC, CA
Full-time

Personal Banking Associate Trainee – an entry‑level role designed to develop banking expertise while delivering excellent customer service in a TD Canada Trust branch.Engage customers in day‑to‑day... Show more

 • Promoted

SaaS Sales Advisor — SMB Growth (Remote, Ontario)

ThryvMontreal (administrative region), QC, CA
Remote
Full-time

A leading SaaS provider is seeking a Senior Talent Acquisition Partner to drive sales in Ontario.This role involves consultative selling to small and medium-sized businesses, with a focus on buildi... Show more

 • Promoted

Banking Advisor (On-Site)

National BankSaint-Lin-Laurentides
CA$43,000.00 yearly
Full-time +2

Advisory services, Personal banking, Advisory services, Mortgage products .Blainville, Joliette, Lachute, Laval, Lavaltrie, Lorraine, Mascouche, Mirabel, Rawdon, Repentigny, Saint-Donat-De-Montcalm... Show more

Join 8Twelve as an Offsite Mortgage Agent

8Twelve Mortgage CorporationMontreal (administrative region), QC, CA
Full-time

Embark on a fulfilling journey with 8Twelve Mortgage Corporation as an Offsite Mortgage Agent, where you can work remotely while earning commissions.Thrive with a supportive community focused on yo... Show more

 • Promoted

Become a Financial Advisor with Sun Life

Sun Life FinancialMontreal (administrative region), QC, CA
Full-time

Launch your financial career as a Financial Advisor with Sun Life in Montreal.Gain the tools and support to drive your own success while enriching clients' lives.This 100% commission-based role off... Show more

 • Promoted

Join Bento as Food Service Team Member

Bento Inc.Lanaudière, QC, CA
Full-time

Step into your culinary career with Bento’s Food Service Team in Joliette, QC! Focus on sushi and other dishes while providing excellent customer service within a vibrant kitchen.Bento is looking f... Show more

 • Promoted

Mortgage Advisor for Fully Remote Role

Perch | Mortgages, simplifiedMontreal (administrative region), QC, CA
Remote
Full-time

Become a Mortgage Advisor in a fully remote environment, empowered by advanced technology to drive your mortgage business.Enhance your capabilities with comprehensive support focused on client rela... Show more

 • Promoted

Remote Personal Lines Insurance Advisor

The Recruitment CouncilMontreal (administrative region), QC, CA
Remote
Full-time

A recruitment agency is seeking a Virtual Advisor to provide expert advice on personal lines insurance in Canada.This role involves servicing clients, establishing long-lasting relationships, and a... Show more

 • Promoted

Benefits Advisor Remote

Pacific Canadian CareersMontreal (administrative region), QC, CA
Remote
Full-time

Are you ready to join an exceptional team that offers comprehensive training, benefits, and flexible working hours?.Our ideal candidate embodies qualities such as adaptability, trainability, and a ... Show more

 • Promoted

Hybrid Email & Paid Media Marketing Associate (Contract)

US Tech SolutionsSaint-Lin–Laurentides, Lanaudière, CA
Full-time

A leading technology consulting firm is seeking a Digital Marketing Associate Analyst in Lanaudière, Canada.This entry-level role involves supporting email and paid media marketing strategies to en... Show more