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

Banking Advisor

Full-time

National Bank

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 19 hours ago
Similar jobs that could be interesting for youBased on the Banking Advisor in Beloeil, QC vacancy
  •  ...Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing...  ...and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team youll expertly deliver on CIBCs Imperial... 
    Suggested
    Full time
    Bank staff
    Local area
    Flexible hours
    Afternoon shift

    Canadian Imperial Bank of Commerce

    Beloeil, QC
    12 days ago
  •  ...Job Responsibility: We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are...  ...and Business Banking Team, you'll partner with Financial Advisors to help high value clients secure their futures and build their businesses... 
    Suggested
    Full time

    CIBC

    Beloeil, QC
    19 hours ago
  •  ...seasonal, hourly, or temporary). Why Drive With Uber?: Receive your earnings fast: Your earnings are automatically transferred to your bank account every week. You are your own boss: You decide how much or little you want to drive and earn. Grab your car, bike, or by... 
    Suggested
    Hourly pay
    Extra income
    Permanent employment
    Full time
    Temporary work
    Part time
    Seasonal work
    Local area
    Weekend work

    Uber eats

    Beloeil, QC
    19 hours ago
  • Qui est le Groupe Dilawri ? Fondé en 1985 et établi au Québec depuis 2015, le Groupe Dilawri continue de s’appuyer sur une histoire d’excellence en tant que plus grand groupe automobile du Canada. Pourquoi travailler avec nous et ce que nous offrons? - Rémunération hebdomadaire...
    Suggested
    Full time

    Audi St-Bruno

    Saint-Bruno, QC
    a month ago
  •  ...Hello, I’m Anthony Chacon, Recruitment Advisor at FED ManuTech, specializing in engineering, technical and manufacturing positions. I am currently recruiting for an Operations Director to join a growing manufacturing company located in Sainte-Julie. Mission... 
    Suggested
    Shift work

    Fed Manutech

    Sainte-Julie, QC
    3 days ago
  •  ...managers; Apply internal controls related to sales, accounts receivable, and cash receipts (e.g., customer setup procedures, bank reconciliations, invoicing); Supervise the inventory accounting cycle and ensure proper valuation of inventory; Analyze... 
    Permanent employment
    Full time
    Temporary work
    Internship

    Fed Finance

    Saint-Bruno, QC
    1 day ago
  •  ...throughout your job search and at every stage of your career Mission Hello, I'm Sihem, Recruitment and Business Development Advisor at Fed Finance, a recruitment firm specializing in accounting, finance, and payroll professions. I handle two types of recruitment: temporary... 
    Permanent employment
    Temporary work
    Internship

    Fed Finance

    Sainte-Julie, QC
    1 day ago
  • $25 - $36 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... 
    Long term contract
    Permanent employment
    Full time
    Apprenticeship
    Remote work

    Soudure et Suspension St-Bruno

    Saint-Bruno, QC
    5 days ago
  • $30 - $35 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... 
    Long term contract
    Permanent employment
    Full time
    Remote work

    Papineau International

    Carignan, QC
    4 days ago
  • $33.03 per hour

     ...hours and 5 minutes per day and get paid for 8 hours (paid breaks and meal times); ~ Frequent overtime opportunities, which can be banked for time off; ~ Stimulating work environment; ~ Free electric vehicle charging stations available. Your Main Responsibilities... 
    Hourly pay
    Full time
    Worldwide
    Monday to friday
    Shift work
    Afternoon shift

    Infasco

    Marieville, QC
    5 days ago
  • $24 - $28 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... 
    Full time
    Contract work
    Remote work

    RENOV-ACTION MICHEL HAINEAULT INC

    Saint-Mathias-sur-Richelieu, QC
    4 days ago
  • $35.99 per hour

     ...7 hours and 5 minutes per day and get paid for 8 hours (paid breaks and meal time); ~ Frequent overtime opportunities, which can be banked for time off; ~ Stimulating work environment; ~ Free electric vehicle charging stations available. Your Main Responsibilities... 
    Hourly pay
    Full time
    Work at office
    Worldwide
    Monday to friday
    Shift work

    Infasco

    Marieville, QC
    5 days ago
  • $36 - $36.5 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... 
    Long term contract
    Full time
    Contract work
    Remote work

    GS Liner Transport

    Saint-Bruno, QC
    5 days ago
  • $41.68 per hour

     ...virtual medical service available at all times for the entire family; ~12 paid holidays per year; ~ Overtime often available and can be banked for time off; ~ Dynamic work environment; ~ Free electric vehicle charging stations available. YOUR MAIN RESPONSIBILITIES:... 
    Hourly pay
    Full time
    Shift work
    Day shift

    Infasco

    Marieville, QC
    5 days ago
  • $55k - $60k per year

     ...updates. - Investigate delivery errors and collaborate directly with brokers to quickly implement corrective measures. - Manage weekly bank file updates and financial adjustments with high attention to detail. Qualifications - 2 to 5 years of experience in the logistics... 
    Monday to friday

    Randstad

    Chambly, QC
    21 days ago

Do you want to receive more vacancies?

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