Posted 11 days ago
Banking Advisor
@ NATIONAL BANK OF CANADA
Courtenay, British Columbia
Overview
National Bank of Canada is hiring a full-time Banking Advisor for a branch, advising Personal and Small Business clients on transactions, investments, personal financing, insurance and estate planning. The branch is open one evening a week and schedules vary; candidates need a college diploma (DEC) or equivalent and must obtain a mutual fund representative (MFR) licence within three months of hiring.
Responsibilities:
- Listen to client needs and resolve complex situations
- Advise Personal and Small Business clients on banking, investment and financing needs
- Support clients through mortgage renewal or renegotiation
- Refer clients to specialist colleagues
- Ensure compliance and risk management rules are followed
Requirements summary:
- College diploma (DEC) or equivalent
- Mutual fund representative (MFR) licence, obtained within three months of hiring
- Advisory service experience
- Inclusive attitude and openness to diversity
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-11-02
- First seen by our source
- 2026-11-14
- Source record updated
- 2026-11-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Finance & accounting |
| Hours per week | 40 (estimated) |
| Schedule | day, evening |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Sitting and standing |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | Mutual fund representative (MFR) licence |
| Education | College diploma (required) |
| Perks mentioned | Flexible hours, Retirement plan, Stock or equity, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
NATIONAL BANK OF CANADA
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large. We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies. Together we can achieve great things and create a positive impact. Want to learn more about us? For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.
- LinkedIn followers
- 293,456
- People associated on LinkedIn
- 18,893
- Reported office locations
- 800 Rue Saint-Jacques, Montreal, Quebec H3C 1A3, CA
- Business categories
- Wealth Management
- Finance
- Digital Marketing
- Banking
- Fraud Detection
- Personal Finance
- Insurance
- FinTech
- Financial Services
- Customer Service
- Other recorded names
- National Bank of Canada
- NATIONAL
- Specialties
- Bancaire
- Investissement
- Courtage
- Assurance
- Technologie de l'information
- Données
- Conformité
- Entreprise
- Hypothèque
- Service client
- Trésorerie
- Gestion privée
- Retraite
- Banking
- Finance
- Trading
- Mastercard
- Investment
- Insurance
- Trust
- Information technology
- Client data
- Compliance
- Commercial banking
- Mortgage
- Retirement
- Private banking
- Customer service
- and Treasury
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large. We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Montreal, Quebec |
| Organization type | Public Company |
| Specialties | BancaireInvestissementCourtageAssuranceTechnologie de l'informationDonnéesConformitéEntrepriseHypothèqueService client |
| Open jobs on Jobsy | 499 |
| View page |
Youtube Video
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 offer a people-centric experience for branch clients.
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions.
Your job
- Listen to clients’ needs and resolve complex situations.
- Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs.
- Support your clients through the mortgage renewal or renegotiation process.
- Ensure client satisfaction and engagement.
- Refer your clients to your specialist colleagues for their specific needs.
- Ensure adherence to compliance and risk management rules.
Your team
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.
Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other.
After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility.
Our training programs use 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.
Prerequisites
- Hold a college diploma (DEC) or equivalent
- Hold a mutual fund representative (MFR) licence – If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it
- Advisory service experience, inclusive attitude and openness to diversity
Languages: English
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance, Investments, Learning Agility, Mortgages, Oral Communication, Personal Banking, Proposal Generation, Readiness, Retirement Planning, Small Business Management, Solution implementation, Standards Compliance, Succession products and services, Taxations, Teamwork, Treasury Management
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!
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