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Your contribution

Working in a National Bank call centre means working at the heart of a banking transformation that helps clients obtain the service they want when they want it and through their choice of channel. You act as a dedicated guide for thousands of clients in order to find unique solutions for each of them. Every interaction gives you the opportunity to create an authentic client experience and make your mark through your personalized approach. You are the face of National Bank!

  • Profile: Interest in the financial industry
  • Experience: 2 years of relevant experience in financial services
  • Language: Bilingual (English and French)
  • Background: You have at least a high school diploma, a Cégep diploma (Quebec) or a Bachelor's degree, depending on the position you're applying for
  • Work environment Stimulating workspace promoting team synergy and professional development

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What does it take for a Call Centre employee to stand out on our team? Here are a few of the main characteristics: (1 Beginner – 10 Expert)

  • Communication skills 10
  • Listening skills 10
  • Customer service skills 10
  • Versatility 9
  • Team and community spirit 8
  • Autonomy 8
  • Sense of emergency 8
  • Analytical skills 7
Traits are on a scale of 0 to 10

5 key characteristics

  • Passionate about clients
  • Empathetic
  • Enthusiastic
  • Flexible
  • Collaborator

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At Customer Experience Centre, we work in a warm, friendly atmosphere where the team acts in the interests of other colleagues and have many different career opportunities. Who could ask for anything more?

– Steve, Customer Service Agent


  • Job stability

  • Competitive employee benefits

  • Numerous career opportunities

  • Culture of mutual support

  • Dynamic and stimulating environment

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Financial Advisor

Job ID 30262596080 Date posted 06/03/2022

Primary Locations: Montreal, Quebec

Attendance: On-site

Employee Status: Regular

Schedule: Full-time

A career as a Financial Advisor at National Bank gives you the opportunity to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. Join our teams on a full-time basis and deliver a people-centric experience by offering investment, financing and banking products that are tailored to clients’ needs. 

Your role 

Based in our Montreal offices, our virtual branch teams respond and provide advice to clients in Western Canada by phone, email and other electronic communication solutions.  

  • Provide advice and recommend personalized investment, financing and banking solutions 
  • Offer outstanding service by helping clients find the best mortgage strategy for their needs 
  • Listen to clients’ needs and resolve situations that may be complex 
  • Create lasting business relationships with clients 
  • Refer clients to your colleagues for specialized needs 
  • Adhere to compliance and risk management rules 

Your work schedule 

The virtual branch is open Monday to Thursday from 9:00 a.m. to 8:00 p.m., Friday from 9:00 a.m. to 6:00 p.m. and Saturday from 9:00 a.m. to 5:00 p.m. Work hours can vary depending on operational needs. 

Your training 

You’ll begin with on-site training, allowing you to experience the virtual branch environment and get to know your teammates. 

Your team 

This position reports to the Virtual Branch Manager. Every day, you will work with a team of around 20 specialists in investment, credit, mortgage financing and other areas who serve clients in Western Canada, most of whom are English-speaking. 

Required skills:

  • College diploma and 4 years of experience or the equivalent 
  • Ability to work with objectives 
  • Knowledge of mortgage products 
  • Customer service experience, inclusive attitude and openness to diversity 
  • Positive attitude and empathy for clients 
  • Ability to communicate effectively in English and French 

Preferred skills:

  • Mutual fund representative (MFR) licence, an asset 
  • Discipline, commitment to teamwork and eagerness to learn 
  • Interest in making calls to grow business  
  • Knowledge of the following systems: SAP, Investment Platform, Access platform 
  • Able to work through ambiguity  

Your benefits: 

Upon hiring, you’ll be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive and flexible benefits for you and your family: 

  • Health and wellness program, including many benefits 
  • Flexible group insurance 
  • Defined benefit pension plan 
  • Employee Share Ownership Plan 
  • Employee and Family Assistance Program 
  • Preferential banking services 
  • Community involvement program 
  • Telemedicine 
  • Virtual sleep clinic 

These are just some of the many benefits we offer. Due to the current pandemic, our entire team is working remotely. We’ve also rolled out several additional measures to ensure your health, safety, and wellbeing during the pandemic. 

People first 

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 inclusivity is central to our commitments. We offer a barrier-free workplace that’s accessible to all employees. 

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during our initial conversations. 

We welcome all candidates! What can you bring to our team? 

Are you ready to live your ambitions? 

JobField: Advisory Services, Call Centres

Unposting Date: 2022-06-30

Job Number: ADV001W5

Posting Date: 2022-06-15

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