Talent.com
National Bank of Canada
Banking advisorNational Bank of Canada • Montreal, Montreal (administrative region), CA
Banking advisor

Banking advisor

National Bank of Canada • Montreal, Montreal (administrative region), CA
30+ days ago
Job type
  • Full-time
Job description

Overview

Join to apply for the Banking advisor role at National Bank of Canada.

A career as a Senior 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. With your expertise in banking, you’ll offer a people-centric experience to branch clients and be a resource person for your colleagues.

Responsibilities

  • Listen to clients’ needs and resolve highly complex situations.
  • Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, mortgage renewal, made-to-measure insurance and complex estate planning needs.
  • Support your clients through the mortgage renewal or renegotiation process.
  • Participate in the development of your branch colleagues.
  • Ensure client satisfaction and engagement, and serve as a point of reference.
  • Ensure adherence to compliance and risk management rules.

Qualifications

  • Hold a college diploma (DEC) or equivalent
  • Hold a mutual fund representative (MFR) licence
  • Advisory service experience, inclusive attitude and openness to diversity
  • Comfortable sharing knowledge and interest in helping colleagues develop their skills

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.

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
  • 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.

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!

Other

We are not providing non-relevant sections from the original listing. This listing is presented for clarity and accessibility, and to meet formatting guidelines.

#J-18808-Ljbffr
Create a job alert for this search

Banking advisor • Montreal, Montreal (administrative region), CA

Similar jobs

Join TD as a Personal Banking Associate

The Toronto-Dominion Bank (Canada)Montreal (administrative region), QC, CA
Full-time

Join TD in Saint-Léonard as a Personal Banking Associate.Provide exemplary banking solutions while educating customers on digital platforms and resolving inquiries efficiently.In this role, you'll ... Show more

 • Promoted

Remote Financial Services Advisor — Build Client Policies

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

A financial services company is seeking motivated individuals to join its team for a work-from-home position.Responsibilities include distributing benefit enrollment materials, handling customer in... Show more

 • Promoted

Banking Advisor- EN

RBCRawdon, Lanaudière, Canada
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

Banking Advisor - $55,200 - $66,900 A Year

NationalWestmount, Canada
Full-time

Seeking a Banking Advisor to join National, responsible for client financial guidance and advisory services within a banking environment. Show more

 • Promoted

Sun Life Financial Advisor Opportunity

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

Take the next step in your career as a Sun Life Financial Advisor in St-Laurent.Use your passion for helping others to provide valuable financial strategies that enhance client lives.In this role, ... Show more

 • Promoted

Personal Banker: Mandarin/Cantonese Finance Advisor

TDMontreal, Montreal (administrative region), CA
Full-time

TD is seeking a Personal Banker for future opportunities in Downtown/Brossard, Montreal.The role focuses on connecting with customers to assist them in achieving their financial goals through sound... Show more

 • Promoted

Remote Regional Financial Advisor - Atlantic Canada

CU Financial ManagementMontreal (administrative region), QC, CA
Remote
Full-time

A financial services company in Atlantic Canada is seeking a passionate Regional Financial Advisor to provide virtual financial guidance.As part of the CU Wealth Essentials team, you will support m... Show more

 • Promoted

Investment Banking Advisor | $130/Hr

MercorMontréal, Canada
Full-time

About The Job Mercor connects elite creative and technical talent with leading AI research labs.Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam ... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

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

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

Client-Focused Investment Advisor Opportunity

Infotree Global SolutionsMontreal (administrative region), QC, CA
Full-time

Join Independent Network as a Client-Focused Investment Advisor in Montreal, QC, emphasizing bilingual communication and portfolio support.Drive service excellence within a hybrid work environment.... Show more

 • Promoted

Mobile Mortgage Advisor – B2B

Nesto GroupMontreal (administrative region), QC, CA
Full-time

Are you a driven, relationship-focused mortgage professional looking to build your own practice with built-in market access and exclusive account rights ?.We're hiring Mortgage Advisors across Queb... 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

Business Development Advisor - Spanish Required

Cuso InternationalDollard-des-Ormeaux, Quebec
Permanent

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.You will support the identification... 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

Remote Wealth Advisor & Financial Planner

Fidelity CanadaMontreal (administrative region), QC, CA
Remote
Full-time

A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice.This role involves developing financial planning stra... 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

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

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

Advisor, Underwriting and Billing

Definity Financial CorporationMontreal (administrative region), QC, CA
Full-time

Reporting to a Team Leader in PI Underwriting and Billing, this role is accountable for assisting brokers and customers with complex underwriting, billing, product, and pricing inquiries.The incumb... 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