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National Bank
Advisor, Banking services (Hybrid)National Bank • Montreal, Quebec
Advisor, Banking services (Hybrid)

Advisor, Banking services (Hybrid)

National Bank • Montreal, Quebec
5 days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description
Attendance Hybrid Job number 34708 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 07-Aug-2026 Area(s) of interest: Advisory services, Personal banking Location(s): Montreal

As an Advisor, Banking Services in the ABS team at National Bank, you’ll have a versatile role that will allow you to be a one-stop shop for all our clients’ personal needs. With your experience in customer service, and your knowledge of banking and credit products, you’ll have a positive impact on the lives of our clients and on the lasting relationship with our internal and external partners.

Your role:

  • Keep an ongoing communication with clients, Investment advisors and external partners.
  • Achieve sales targets by providing sound banking advice.
  • Carry out daily follow-up activities.
  • Ensure adherence to compliance and risk management rules.
  • Advise and offer appropriate solutions to our partners’ clients, to answer their banking, financing and onboarding needs.
  • Ensure client satisfaction and engagement.
  • Identify different opportunities and refer clients to your specialist colleagues.

Your team:

Our team stands out for excellent customer service, relationship building, discipline, collaboration and a friendly atmosphere. We rely on each other to share knowledge and best practices.

After gaining the necessary experience in your role as an Advisor, Banking services, many options will be available for the advancement in different sectors of National Bank.

Our training program uses 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.

The working hours are usually from 8:30 to 17:00 but will require occasional call outs to our clients in different time zones.

Prerequisites:

  • Hold a college diploma (DEC) or equivalent
  • Customer service experience
  • Positive attitude and empathy for clients
  • Team player
Languages: French

Skills

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Artificial Intelligence Diversity & Inclusion Teamwork Cybersecurity Empathy Initiative Learning Agility Resiliency 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
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Advisor, Banking services (Hybrid) • Montreal, Quebec

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