Use analytical skills to advise branch clients at National Bank through a friendly, people-centric banking experience. Support Personal and Small Business clients with tailored solutions.
As a Banking Advisor, you will listen carefully, resolve complex situations, and address transaction, investment, financing, insurance, and estate planning needs. You will support mortgage renewals, ensure satisfaction, and refer clients to specialist colleagues. The branch is open two evenings weekly, with schedules varying according to team availability. French is required.
Key Responsibilities:
- Listen to client needs and resolve complex situations
- Recommend solutions for Personal and Small Business clients
- Support mortgage renewal and renegotiation processes
- Ensure client satisfaction, engagement, compliance, and risk management
- Refer clients to investment and mortgage specialists
Requirements:
- College diploma or equivalent
- Mutual fund representative licence
- Obtain the licence within three months if necessary
- Advisory service experience and an inclusive attitude
- French language proficiency and openness to diversity
Bring analytical advisory skills and a client-focused approach to Personal and Small Business banking at National Bank.
Personal Banking Advisor National Bank in Granby employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
