Use analytical skills as a Banking Advisor at National Bank, delivering people-centric service to branch clients through informed financial guidance.
This Banking Advisor position serves Personal and Small Business clients. You will listen to needs, resolve complex situations, and recommend solutions across transactions, investments, personal financing, insurance, and estate planning. The role also involves client referrals, satisfaction, engagement, compliance, and risk management.
Key Responsibilities:
- Listen to client needs and resolve complex situations
- Advise Personal and Small Business clients
- Offer transaction and investment solutions
- Refer clients to specialist colleagues
- Ensure compliance and risk management adherence
Requirements:
- College diploma or equivalent
- Mutual fund representative licence
- Obtain the licence within three months if needed
- Experience in advisory services
- Inclusive attitude and openness to diversity
Bring analytical judgment, advisory experience, and client-focused banking expertise to National Bank as a trusted Banking Advisor.
Banking Advisor Client Solutions in Montréal 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.
