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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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Investment Advisor

Job ID 34127557376 Date posted 08/09/2022

Primary Locations: Montreal, Quebec

Attendance: On-site

Employee Status: Regular

Schedule: Full-time

As a Banking Advisor at the National Bank call centre, you'll live up to your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.  Through your friendly approach and the quality of your advice, you'll provide clients with a personalized experience and recommend savings products for their needs. 

Your role

  • Take calls from clients and answer their questions
  • Recommend customized savings solutions
  • Listen to people's needs and resolve situations that may be complex
  • Provide advice and recommend investment solutions
  • Connect with customers to build lasting business relationships
  • Direct clients to your colleagues for their specialized needs
  • Ensure adherence to compliance and risk management rules

The call centre is open Monday to Friday from 8:00 a.m. to 8:00 p.m.  Different work schedules are possible full and part time, but you’ll be asked to work two evenings per week. You'll report to the Investment Solutions Manager and routinely work with a team of hundreds of experts specializing in investment, credit, mortgage financing, and other areas.  

Our team values passionate people and bold ideas. We work together to ensure our clients can meet their objectives and our colleagues can do what they love. We rely on our colleagues to share knowledge and help each other. 

You'll begin with a full or part time 22.5h per week over 4 days  training program during  which time you'll experience the call centre environment and get to know your teammates. The training program focuses on hands-on learning which will help you to learn about your role, our products and our technologies.

Required competencies

  • College diploma (DEC) or equivalent
  • Mutual fund representative (MFR) licence – You can obtain this licence within 6 weeks of hiring with a full refund once you have successfully obtained it
  • Customer service experience, inclusive attitude and openness to diversity
  • Positive attitude and strong empathy for clients
  • Our positions require you to be bilingual English and French since the sector serves an Anglophone and Francophone clientele.

Preferred competencies

  • Discipline, commitment to teamwork and interest in learning
  • Interest in technology and skilled in sharing knowledge
  • Ability to adapt to various situations

Your benefits

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

  • Health and wellness program, including many benefits
  • Flexible group insurance
  • Pension plan
  • Employee Share Ownership Plan
  • Employee and family assistance program
  • Exclusive banking services
  • Volunteer program
  • Telemedicine
  • Virtual sleep clinic

These are just a few of the many benefits we offer.  We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic. 

Our dynamic work environments and cutting-edge collaboration tools foster a pleasant employee experience.  We actively listen to employees’ ideas.  Whether through our surveys or programs, regular feedback is encouraged.

We're putting 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 peoples' 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 up to your ambitions?

Particular Condition:The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities.

JobField: Advisory Services, Call Centres

Unposting Date: 2022-09-30

Job Number: ADV0024Z

Posting Date: 2022-08-09

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