Exclusive offers for advisors

Learn more about our exclusive offers for advisors and discover our benefits on many National Bank products
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Photo of a financial advisor using their phone to explore National Bank's Advisor banking services
Photo of a financial advisor using their phone to explore National Bank's Advisor banking services

Why choose us?

Your business partner

We partner with you to facilitate your role as an investment and insurance advisor and to enrich your client relationships. Our team is dedicated to providing your clients all across Canada with targeted and relevant banking product recommendations.

All your tools in the same place

Thanks to our new Digital Hub, you’ll get optimised customer insights: target their needs and refer them to us through a simple and frictionless digital process, keep track of their progress and detect new opportunities.

Are you ready to refer a client?

Yes, I'm enrolled

Use your access code for your first sign in to our Digital Hub to refer a client

Refer a client

Yes, but I don't have an access code

To get an access code, you need to make your request online. If you wish to refer a client in the meantime, you can do so by filling out the form and faxing it to us.

Request an access

I want to enroll

If you belong to one of our partner firms but are not yet enrolled, you can submit an enrollment request by filling out the form.

Submit a request

Our banking solutions

Mortgage products

National Bank mortgage solutions offer preferential rates and many benefits for clients looking to invest in a property or renew their mortgage.

Lines of credit

A line of credit gives access to a pre-approved source of financing at a more advantageous interest rate than a credit card. It's intended for occasional use and allows you to make payments when you encounter emergencies or deplete your funds.

Personal loans

Suggest a financing solution that will help your clients carry out their projects and enjoy flexible repayment terms.

Bank accounts

For clients who want to manage their finances online, National Bank offers a variety of bank accounts and packages that can meet their daily needs.

Credit cards

Give your clients access to the benefits of a credit card based on their needs: travel insurance, generous rewards, reassuring protections and more.

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We're here for you

Ready to refer a client?

Refer them to us and we’ll pick up where you left off.

 

Fill out the PDF form

Refer online

Contact us

Monday to Friday, 8 a.m. to 8 p.m. ET

1-800-901-0172