Exclusive offers for advisors
Learn more about our exclusive offers for advisors and discover our benefits on many National Bank products
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.
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.
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.
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.
CSV line of credit
With this solution, your clients can leverage against their Whole Life or Universal Life policy for use in various needs.
You’ve established your clients' needs?
Refer them to us and we’ll pick up where you left off.
1-800-901-0172
Monday to Friday,
8 a.m. to 8 p.m. ET