First seen by our source: 4 hours ago
Investment Advisor
@ NATIONAL BANK OF CANADA
Montréal, Quebec
Overview
National Bank of Canada is hiring a full-time Investment Advisor for its Client Contact Centre, answering client calls and recommending personalized savings and investment solutions. The role requires a DEC or equivalent, an MFR licence obtained within six weeks of starting, and customer service experience. The position pays a base salary of 59,380 and requires two closing shifts per week.
Responsibilities:
- Answer client calls and respond to questions
- Recommend personalized savings solutions
- Provide investment advice and solutions
- Refer clients to specialized colleagues
- Ensure regulatory and risk compliance
Requirements summary:
- College diploma (DEC) or equivalent
- Mutual Fund Representative licence within six weeks
- Customer service experience
- Inclusive and respectful attitude
- French and English
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- 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 | Customer service |
| Hours per week | 37.5 |
| Schedule | day, evening |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | French, English |
| Licences & certifications | Mutual Fund Representative licence (MFR) |
| 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 an Investment Advisor in the National Bank call centre means helping our clients achieve their goals. Through your warm approach and the quality of your advice, you’ll provide a human experience by offering savings products that meet our clients’ needs.
Your role
- Answer calls from our clients and respond to their questions.
- Recommend personalized savings solutions based on each client’s profile.
- Listen carefully to clients’ needs and resolve situations that can sometimes be complex.
- Provide advice and offer investment solutions.
- Connect with our clients to build lasting business relationships.
- Refer clients to your colleagues for specialized needs.
- Ensure compliance with regulatory and risk management standards.
The Client Contact Centre is open Monday to Thursday from 8:00 a.m. to 6:00 p.m. and Friday from 8:00 a.m. to 5:00 p.m. All employees are required to work two closing shifts per week.
Your team
This position reports to the Investment Solutions Manager, and you’ll be part of a team of investment advisors and specialists.
Our team values agility and collaboration to help our clients achieve their goals. We also encourage sharing best practices and supporting one another.
Your training and development
You’ll begin with full-time, on-site training. This will give you the opportunity to experience the call centre environment and get to know your colleagues. The training program uses a hands-on learning approach to help you become familiar with your role, our products, and our technologies.
Requirements
- Hold a college diploma (DEC) or equivalent.
- Hold a Mutual Fund Representative licence (MFR). You must obtain it within six weeks of starting the position.
- Experience in customer service, along with an inclusive attitude and respectful behaviour toward individual differences.
#sacSi
#CCSM
Languages: French, EnglishReason to require this language: you will need to serve clients who speak a language other than French regularly.
Required skills: Accountability, Client-focused, Communication, Detail-oriented, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Initiative, Know Your Customer Verification, Learning Agility, Proposal Generation, Resiliency, Stress Management, Teamwork
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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