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Banking Advisor

National Bank of Canada · Saint-Jérôme

Nouveau
Permanent Onsite 55,200 - 66,900 CAD/an 🇬🇧 English

Description du poste

About the role

As a Banking Advisor at National Bank of Canada, you will develop expertise through evolving responsibilities and build trusted relationships with branch clients. You will collaborate daily with specialists in investments, mortgages and insurance, gaining broad financial knowledge while delivering personalized service.

Key responsibilities

  • Listen to client needs, ask appropriate questions and handle a variety of situations, including complex cases.
  • Advise individuals and small businesses on transactions, personal financing, investments, insurance coverage and basic estate planning.
  • Support clients through mortgage renewal or renegotiation processes.
  • Refer clients to specialists (investments, mortgage, insurance) to ensure optimal service.
  • Follow compliance, security and risk‑management rules in all activities.

Required profile

  • College diploma (DEC) or equivalent.
  • Advisory service experience with an inclusive attitude and openness to diversity.
  • Ability to obtain a mutual fund licence (MFR) for higher‑level roles.

What we offer

  • Competitive base salary $55,200–$66,900 CAD per year, annual increases, bonus and comprehensive benefits.
  • Health and wellness programs, flexible group insurance and generous pension plan.
  • Employee Share Ownership Plan, employee and family assistance program, and preferential banking services.
  • Opportunities for internal mobility, promotions and branch location changes.
  • Supportive, people‑first culture with accessibility accommodations during recruitment.

Questions fréquentes

Le salaire proposé pour ce poste est de 55-67k CAD par an. Le détail figure dans l'annonce.
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Le contrat proposé est un Permanent basé à Saint-Jérôme.

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National Bank of Canada

Saint-Jérôme