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

Banking Advisor

Full-time

National Bank

This position requires local presence. Please view similar jobs below.

Youtube Video

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

Depending on your level, you will take on responsibilities that will evolve with your experience and expertise:

  • 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.

This posting covers multiple levels of Banking Advisor positions. Compensation is based on the level of the position and experience, and includes a competitive base salary, annual increases, a bonus, and a comprehensive benefits package.

Your 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

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!

Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Banking Advisor in Drummondville, QC vacancy
  •  ...interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value...  ...to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel... 
    Suggested
    Full time
    Flexible hours

    Royal Bank of Canada

    Drummondville, QC
    more than 2 months ago
  •  ...is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships...  ...and depth of expertise across everyday banking, investments and credit, with the...  ...as one of the largest and most successful banks in the world. Maintaining a workplace where... 
    Suggested
    Long term contract
    Full time
    Local area
    Flexible hours

    Royal Bank of Canada

    Drummondville, QC
    more than 2 months ago
  •  ...can build a great career with us as a future Account Manager/Banking Advisor. What will you do? ~ Proactively engage with clients in...  ...our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel... 
    Suggested
    Part time
    Flexible hours

    Royal Bank of Canada

    Drummondville, QC
    more than 2 months ago
  • $80k - $155k per year

     ...objectives, technology standards, and industry best practices. Within project environments, you will serve as a technical and strategic advisor to both client teams and delivery teams. If you enjoy guiding stakeholders in defining target-state visions, developing roadmaps,... 
    Suggested
    Day shift
    3 days per week
    Drummondville, QC
    a month ago
  • $28 - $37 per hour

     ...conservation, and restoration. Learn more about green jobs .  This information was provided by the employer; it was not verified by Job Bank. The employer stated that this position is a green job, because it involves tasks and responsibilities contributing to positive... 
    Suggested
    Permanent employment
    Full time
    Part time
    Remote work

    Usimetal Inc.

    Drummondville, QC
    6 days ago
  •  ...We are banking at another level. Choosing BDC as your employer means working in a healthy inclusive and skilled workplace that puts...  ...Way in our Culture Book POSITION OVERVIEW BDC is the only bank dedicated exclusively to Canadian entrepreneurs. As a Senior Commercial... 
    Long term contract
    Full time
    Flexible hours

    Business Development Bank of Canada

    Drummondville, QC
    a month ago
  •  ...using our unparalleled array of investment, credit, and everyday banking solutions Actively maintain and expand your portfolio of clients...  ...our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported... 
    Long term contract
    Full time
    Local area
    Flexible hours

    Royal Bank of Canada

    Drummondville, QC
    more than 2 months ago

Do you want to receive more vacancies?

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