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Banking Advisor, Advisory Contact Centre

Attendance
On-Site
Job number
31345
Category
Professional
Status: Permanent
Type of Contract
Permanent
Country
Canada
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
26-Feb-2026
$ 60000
Salary: starting at $ 60000 per year
Area(s) of interest: Advisory services, Call centres
Location(s): Montreal
A career as a Banking Advisor in Advisory Contact Centre means playing a role similar as the one in a branch but working from our advisory call center. You support an established, more specialized client base that belongs to various professional associations by answering their calls and providing personalized financial advice. Based on your warm, human approach and strong analytical skills, you deliver a high quality experience to clients

Your job
  • Manage client appointments and to be attentive to their needs.
  • Advise professional clients and recommend appropriate financial solutions to meet their transactional, investment, personal financing, made-to-measure insurance and estate planning needs.
  • Support your clients through the mortgage renewal or renegotiation process.
  • Ensure client satisfaction, engagement and loyalty.
  • Refer your clients to your specialist colleagues for their specific needs.
  • Ensure adherence to compliance and risk management rules.

Your work schedule in this team can be Monday to Thursday 9am to 8pm 8pm (with a minimum of one evening per week), Friday 9am to 5pm as well of Saturday 9am to 5pm (on rotation) based on the operational needs of the team.

Your team

Our team values passionate people and bold ideas. You will benefit from a structured development path and role specific coaching designed to develop your expertise and strengthen your advisory skills.

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, experience and backgrounds to enrich all aspects of your development.

Prerequisites
  • Hold a college diploma (DEC) or equivalent
  • Hold or obtain a mutual fund representative (MFR) licence within three months of hiring with a full refund once you have successfully obtained it
  • Advisory service experience, inclusive attitude and openness to diversity

Languages:
English, French
Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

Business Expansion Communication Driving Results Emotional Intelligence Problem Solving Teamwork Accountability Client-focused Learning Agility Active listening Rules & Norms
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
* Opportunities to get involved in community initiatives
* 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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? 
 
Come live your ambitions with us!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

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For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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Discover our culture

Duration: 1 min 25 sec
Flexibility
Flexibility
Wellbeing
Wellbeing
Development
Development
Inclusive Environment
Inclusive Environment

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