Advisor, Banking Services

Attendance

Hybrid

Job number

34136

Category

Professional

Status: Temporary 12 months

Type of Contract

Temporary

Number of months

12 months

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

09-Jul-2026

Area(s) of interest: Advisory services, Personal banking

Location(s): Montreal

As an Advisor, Banking Services in the ABS team at National Bank, you’ll have a versatile role that will allow you to be a one-stop shop for all our clients’ personal banking needs. With your experience in customer service, and your knowledge of banking and credit products, you’ll have a positive impact on the lives of our clients and on the lasting relationship with our internal and external partners.

Your role:

Oversee the list of your Onboarding and Banking files by communicating with clients, Investment advisors and external partners by phone and email.
Achieve volume and other product related objectives.
Carry out daily follow-up activities and keep notes in the Salesforce (CRM).
Ensure adherence to compliance and risk management rules.
Listen to clients’ needs and resolve situations that may be complex.
Ensure client satisfaction and engagement.
Identify different opportunities and refer clients to your specialist colleagues.
Participate in weekly Team meetings.

Your team:

As part of the ABS sector, you’ll be in a team of 10 Advisor Banking Services and you will report to the Manager. Every day, you will work with a team of Experts specialized in credit, mortgage financing, customer service and more.

Our team stands out for excellent customer service, relationship building, discipline, collaboration and friendly atmosphere. We rely on each other to share knowledge and best practices.

After gaining the necessary experience in your role as an Advisor, Banking services, many options will be available for the advancement in different sectors of National Bank.

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.

The working hours are usually from 8:30 to 17:00 but will require occasional call outs to our clients in different time zones. Please note that you will be serving clients who speaks a language other than French regularly. You will also be working closely with our colleagues outside Quebec.

Prerequisites:

Hold a college diploma (DEC) or equivalent
Customer service experience
Positive attitude and empathy for clients
Team player

Languages:

English, French

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

Skills

Artificial Intelligence Diversity & Inclusion Teamwork Cybersecurity Empathy Initiative Learning Agility Resiliency

Your benefits

In addition to competitive compensation, you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options

* Group insurance

* Generous pension plan

* Employee and Family Assistance Program

* Preferential banking services

* Opportunities to get involved in community initiatives

* Telemedicine service

* Virtual sleep clinic

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.

Making a bold move in a people-first environment

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 inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees. 

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Apply

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.

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?