Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Banking Advisor (Joliette)

National Bank

As a Banking Advisor at National Bank, you’ll embark on an evolving career path where you can make bold moves. As soon as you start, and throughout your development, as your experience and responsibilities increase, so will your salary. In this role, you will be able to:

Develop your expertise with responsibilities that evolve based on your level. Build personal and trust-based relationships with branch clients. Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day. Grow your career by following a structured path where you can progress in your role and get opportunities to move internally and be promoted. Your job

Listen to client needs, ask the right questions, and handle a variety of situations, including complex cases. Advise individuals and small businesses by offering tailored solutions, including day‑to‑day transactions, personal financing, investments, customized insurance coverage, and simple estate planning needs. Support clients through the mortgage renewal or renegotiation process. Provide a consistent, personalized and satisfying experience for every interaction. Refer clients to the appropriate specialists (investments, mortgage, insurance) to ensure they receive the best possible service. Follow compliance, security and risk management rules in all your activities. Team

As a banking advisor, you will work closely with a team of specialists in investments, mortgage financing and other areas. This day‑to‑day synergy exposes you to a wide range of financial situations and quickly deepens your knowledge. Through these interactions and on‑the‑job training programs, you’ll build your expertise in banking solutions, the advisory approach and client needs. As a result, you can advance in your career as a banking advisor, expand your skill set and move into roles with more responsibility. And if you want to go even further, several paths are open to you: promotions, internal mobility, change of location or branch, or other possibilities that support your ambitions and professional development. Prerequisites

Having or obtaining a mutual fund licence (MFR) is essential if you want to access higher levels in this role. College diploma (DEC) or equivalent. Advisory service experience, inclusive attitude, and openness to diversity. Benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible advantages 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. EEO Statement

We welcome all candidates! 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!

#J-18808-Ljbffr
Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Banking Advisor (Joliette) in Winnipeg, MB vacancy
  •  ...A career as a 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. You’ll adopt a friendly approach and use your analytical skills in order to... 
    Suggested
    Flexible hours

    National Bank

    Winnipeg, MB
    8 days ago
  • Elevate your career as a Banking Advisor with National Bank. This role offers the chance to provide tailored financial advice to both personal and small business clients. As a Banking Advisor, you will be instrumental in enriching your clients' financial journeys. You’ll... 
    Suggested

    National Bank of Canada

    Winnipeg, MB
    4 hours ago
  • Embark on a rewarding career as a Banking Advisor at National Bank, where you’ll build client relationships and offer personalized financial solutions. This on-site role focuses on client needs, investments, and more. As a Banking Advisor, you’ll cultivate expertise while... 
    Suggested
    Bank staff

    National Bank of Canada

    Winnipeg, MB
    4 hours ago
  • Job Overview YouTube VideoA career as a Banking Advisor at National Bank is a wide-ranging 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. You'll adopt a friendly approach and use... 
    Suggested
    Flexible hours
    Afternoon shift

    National Bank

    Winnipeg, MB
    4 hours ago
  • Elevate your banking career with National Bank as a Banking Advisor. This role combines client advisory services with a path for professional growth and development. As a key player in client interactions, you will build trust-based relationships with branch clients while... 
    Suggested
    Bank staff

    National Bank

    Winnipeg, MB
    4 hours ago
  • Become a trusted Banking Advisor with RBC in Granby, Canada, focusing on client experience and financial success. Engage clients through personalized banking services to build lasting relationships. RBC is looking for a dedicated Banking Advisor with a passion for client... 
    Full time

    0000050007 Royal Bank of Canada

    Winnipeg, MB
    4 hours ago
  • Elevate client relationships as a Personal Banking Advisor. Provide tailored solutions for personal and small business clients in a supportive, inclusive environment. This role focuses on advising clients through their transaction and investment needs, including mortgage... 

    National Bank of Canada

    Winnipeg, MB
    4 hours ago
  • Elevate customer interactions as a Banking Advisor Intern at RBC in West Vancouver. Utilize your sales expertise and problem-solving skills to support clients' banking, credit, and investment needs. RBC is searching for a Banking Advisor Intern to connect with clients and... 
    Internship

    Royal Bank of Canada

    Winnipeg, MB
    4 hours ago
  • Elevate relationships with high net worth clients as a Private Banking Advisor at RBC in Vancouver. Deliver exceptional client service, financial advice, and tailored banking solutions every day. As a key member of RBC’s client relationship team, you will provide personalized... 

    0000050007 Royal Bank of Canada

    Winnipeg, MB
    4 hours ago
  • $70k - $75k per year

    Bilingual Payroll Specialist Senior Living & Healthcare Sector Remote – Canada | Full-Time | Permanent $70,000 – $75,000 + Benefits + 3 Weeks’ Vacation Quebec Payroll Experience Required We’re partnering with a growing healthcare and senior living organization to hire a Bilingual...
    Permanent employment
    Full time
    Remote work

    Envy Consulting Group

    Winnipeg, MB
    4 hours ago
  • JOB DESCRIPTION As part of the Government of Canada’s enterprise-wide transformation of its HR and pay systems, Insight Global is seeking a Consultant, HR Systems specializing in Reporting to support the final build, testing, and implementation of the Dayforce platform. This...

    Insight Global

    Winnipeg, MB
    4 hours ago
  •  ...Union is known for delivering value and innovative new ways of banking to our members. Everything we do at Cambrian is guided by our five...  .... Cambrian Credit Union is searching for a Personal Banking Advisor experienced in providing complex credit and deposit advice... 
    Long term contract
    Full time
    Temporary work
    Bank staff

    Cambrian Credit Union

    Winnipeg, MB
    5 days ago
  • $95k - $120k per year

    Draganfly Inc. is seeking a Program Manager, Public Safety Operations to lead our Field Application teams and shape how our solutions are deployed across public safety environments. This role is ideal for someone who comes directly from a public safety background and understands...
    Long term contract

    Bilinguallink

    Winnipeg, MB
    4 hours ago
  • Banking Advisor – Etobicoke North & North York – Bilingual (Mandarin, Cantonese, Arabic, Turkish, Spanish, Italian or Vietnamese) As we have multiple branch locations across the Greater Toronto Area, we are hiring multiple candidates for this position. You will be required... 
    Full time
    Traineeship
    Flexible hours
    Weekend work

    0000050007 Royal Bank of Canada

    Winnipeg, MB
    4 hours ago
  • Elevate client relations as a Wealth Associate with National Bank, balancing remote and in-office work in this hybrid role. Support investment advisors in delivering exceptional customer experiences. In this Wealth Associate position, you will play a vital role in supporting... 
    Work at office
    Remote work

    National Bank of Canada

    Winnipeg, MB
    4 hours ago
  • Join National Bank as a Wealth Associate, where exceptional customer service meets financial expertise in a hybrid work environment. Collaborate with investment advisors to provide superior support and service. As a Wealth Associate, you will partner with wealth advisors... 
    Work at office

    National Bank

    Winnipeg, MB
    4 hours ago
  • Shape the future of Salesforce at National Bank as a CRM Product Owner in the wealth management team. Your leadership will enhance digital experiences for advisors and improve operational efficiency. In this pivotal role, you will act as a Product Owner, collaborating with... 

    Air Canada

    Winnipeg, MB
    4 hours ago
  • Elevate your career as a Wealth Management Associate with National Bank. Deliver exceptional service while supporting wealth advisors and fostering meaningful client relationships in this engaging role. At National Bank, you will be an integral part of the Wealth Management... 
    Work at office

    National Bank

    Winnipeg, MB
    4 hours ago
  •  ...starting January 2027. This program is designed for aspiring credit advisors and relationship managers. The Scotiabank Wealth Management...  ...prospect to develop essential skills for a career in Private Banking. This program focuses on credit underwriting, relationship management... 

    Scotiabank

    Winnipeg, MB
    10 hours ago
  • A career as a Senior Advisor OTC Regulatory Project in the Capital Operations (CMO) team means acting as a specialist in regulatory reporting...  ...Plan Employee and family assistance program Preferential banking services Involvement in community initiatives Telemedicine service... 
    Flexible hours

    National Bank

    Winnipeg, MB
    4 hours ago
  • Business Development Manager We are seeking talented Business Development Managers to join our team of like‑minded go‑getters to assist in broadening our global footprint by nurturing new, untapped commercial opportunities and… Dispatch & Logistics Administrator This is...
    Remote work

    BDO

    Winnipeg, MB
    4 hours ago
  • Elevate client relationships as an RBC Financial Advisor in Montmagny, Canada. Nurture high-value personal and small business accounts while...  ..., advising on complex credit solutions, and enhancing their banking experience through digital services. Your expertise will contribute... 
    Local area

    RBC

    Winnipeg, MB
    4 hours ago
  • As a wealth management advisor, you serve, solicit, develop and maintain business relationships with affluent Signature Service members...  ...for savings and investments (group and personal savings) and the banking offer, providing members and clients with premium support. You work... 
    Remote work
    Flexible hours

    Desjardins

    Winnipeg, MB
    4 hours ago
  •  ...policies. Qualifications & Requirements 3–5 years of experience in banking services, with a track record of managing client relationships...  ...s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make... 
    Long term contract
    Work from home

    Sun Life

    Winnipeg, MB
    4 hours ago
  • The Associate Investment Advisor supports the lead Investment Advisor (IA) and a team of IAs by providing professional and flawless service...  ...with other TD areas such as TD Canada Trust, TD Commercial Bank, and TD Securities. Direct support staff in the professional and... 

    The Toronto-Dominion Bank (Canada)

    Winnipeg, MB
    4 hours ago
  • Shape the future of Agile delivery as an Agile Delivery Manager in the Commercial Banking sector. Lead teams in Payments, Lending, Treasury, and Trade Finance to ensure exceptional outcomes. We are seeking an Agile Delivery Manager with extensive banking expertise. This... 

    Astra North Infoteck

    Winnipeg, MB
    4 hours ago
  • Advance your career as a full-time Investment Banking Associate in Calgary with JPMorganChase, specializing in Natural Resources. Drive financial strategies and create impactful client presentations. In this role within the Natural Resources group, you will execute transactional... 
    Full time

    jobs.hanzilla.co - Jobboard

    Winnipeg, MB
    4 hours ago
  • Take the lead as a Banking Director at BMO Financial Group. Utilize your project management and strategic decision-making skills to deliver...  .... Key Responsibilities Offer strategic advice as a trusted advisor to the management team Oversee multiple projects simultaneously,... 

    BMO

    Winnipeg, MB
    4 hours ago
  • Join Insight Global as an AI Systems Engineer on a hybrid role for a large banking client in downtown Toronto. Focus on optimizing AI-driven detection workflows while collaborating with cybersecurity teams. The selected candidate will have 5–7 years of engineering experience... 

    Insight Global

    Winnipeg, MB
    4 hours ago
  • Become a Personal Banking Consultant at BMO and deliver exceptional service while exploring customers' financial needs. Leverage your experience to provide strategic banking advice and solutions. As a Personal Banking Consultant, you will engage with customers in the branch... 

    BMO Financial Group

    Winnipeg, MB
    8 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Banking Advisor (Joliette). Be the first to apply!