Skip Navigation

Your Contribution

Do you want to contribute to our clients’ financial health and are you interested in being their trusted guide as you meet their needs? Then the position of Branch Advisor is for you! Your versatility and desire to learn will make a difference on the team where you’ll have the opportunity to develop in your position. With your team members, you’ll help the clientele in your market achieve their projects as you guide them through key moments in their lives.

  • Experience: Have relevant work experience in customer service and business development in client support
  • Training: Hold the Mutual Fund Representative (MFR) license or become certified within 3 months of hiring
  • Languages: Bilingual in French and English, depending on the region. The ability to speak another language is an asset. We believe in making the community more inclusive!
  • Work environment: Encourage team collaboration and a personalized approach for clients
  • Employee Status: Regular
  • Job type: Full-time

Back to Job Navigation (Overview)

What does it take for a Branch Advisor to stand out on our team? Here are a few of the main skills: (1 Beginner – 10 Expert)

  • Client focused10
  • Business development10
  • Rigour9
  • Teamwork & collaboration9
  • Versatility9
  • Technically savvy8
  • Open to change8
Traits are on a scale of 0 to 10

5 key characteristics:

  • Enthusiasm for serving clients
  • Understanding client needs
  • Onboarding
  • Team player
  • Relationships built on trust

Back to Job Navigation (Success)


It is an evolving, versatile role that brings colleagues together and breaks down the barriers in transaction services. It's allowed me to master a vast number of subjects so that I can support my client from start to finish.

— Maxime, Branch Advisor


  • Career development in the position

  • Advantageous compensation

  • Continous training

  • Dynamic and stimulating environment

  • Solid relationships with clients

Back to Job Navigation (Advantages)

Branch Advisor

Primary Locations: Quebec

Attendance: On-site

Employee Status: Regular

Schedule: Full-time

As a Branch Advisor at the National Bank in Donnaconna, 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. You'll adopt a friendly approach and provide high-quality advice as you offer a people-centric experience for branch clients. 

Your role

  • Welcome clients when they arrive and answer their questions
  • Help clients use our banking applications and ABMs
  • Listen to people's needs and resolve situations that may be complex
  • Provide advice and offer made-to-measure transactional, investment, financing and protection solutions
  • Demonstrate the ability to build lasting business relationships 
  • Direct clients to your colleagues for their specialized needs
  • Ensure adherence to compliance and risk management rules

The branch is open two nights a week and on Saturdays. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. Every day, you will work with a team of many experts specialized in investment, credit, mortgage financing and more.  

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. 

Required competencies:

  • College diploma or equivalent
  • Experience is customer service, inclusive attitude and respect for diversity
  • Positive attitude and strong empathy for clients
  • Mutual fund representative (MFR) licence – You must obtain this licence within three months of hiring with a full refund once you have successfully obtained it
  • Ability to communicate effectively in French 

Preferred competencies:

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

After gaining relevant experience as a Branch Advisor, many options will be available to you. For example, you could 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, experiences and profiles to enrich all aspects of your development.

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.

  • 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
  • Initiatives promoting community involvement
  • Telemedicine service
  • Virtual sleep clinic

These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication 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 is accessible to all employees. 

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

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

Ready to live your ambitions?

Particular Condition:The selected candidates will have to complete online tests during the recruitment process. The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities

JobField: Advisory Services, Personal Banking

Unposting Date: 2022-10-06

Job Number: PER004NR

Posting Date: 2022-09-22

Apply Send this opportunity via email
Job Alerts

Job Alerts

Register for job alerts according to my preferences.


Back to Job Navigation (Map)

Job Matching

Let us search jobs for you based on the skills and experience listed in your profile.

Start matching