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Branch Advisors Montreal

Job ID 12915314 Date posted 08/13/2019

Primary Locations: Montreal, Quebec

Employee Status: Regular

Schedule: Full-time


Do you have experience in advisory services? 

Would you like to play a central part in building relationships of trust with clients? 

Are you interested in a career in banking? 

Being a Branch Advisor means being a trusted partner to our clients and finding savings and credit solutions suited to their needs.

It also means collaborating to achieve team objectives, by guiding the client to the right specialist, based on their needs. 

Come put your customer service skills to use, as well as your ability to identify business opportunities. 

Professional development and coaching is provided to all selected candidates to help them optimize their knowledge of solutions and mastery of the advisory approach. 

Your main responsibilities in this function: 

-Manage relationships with our clients (acquisition, retention) 

-Propose suitable personal investment and financing solutions/identify business opportunities 

-When necessary, direct clients to the appropriate expert 

-Maximize retention by building long-term relationships of trust 

-Ensure adherence to compliance and risk management rules 

-The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities

You see yourself in this opportunity? Apply now!


-Have a college diploma and 3 years of experience, or a Bachelor's degree and 6 months of experience
-Have experience in customer service
-Have experience in business development 
-Have a Mutual Fund Representative (MFR) license (or become certified within 3 months of hiring) 
-Be bilingual, (spoken and written) English and French 

We strive to be an inclusive organization where all employees are valued. National Bank stands out for its many initiatives to promote inclusion, making it a Canada-wide leader in diversity. See how we do it:

Please note that this pool of candidates will be used to fill current and future positions and only candidates who are short-listed will be contacted


Particular Condition:The selected candidates will have to complete online tests during the recruitment process. - Work schedule requires 1 to 2 evening shifts until 8:00 pm and Saturdays until 3:00 or 4:00 pm on a rotation basis. Please note that the work schedule may vary according to operational needs. Team objectives based on regional performance

JobField: Advisory Services, Personal Banking

Job Number: PER003CK

Posting Date: 2019-08-13

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