National Bank Personal Banking Advisor

National Bank Personal Banking Advisor

Full-Time On-site
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Use analytical skills and a friendly approach as a National Bank Banking Advisor serving branch clients in French. Create people-centric banking experiences.

As a Banking Advisor, you will advise Personal and Small Business clients on transaction, investment, financing, insurance, and estate planning needs. You will listen carefully, resolve complex situations, and develop your advisory expertise. The role reports to the Branch Manager and works with specialists in investment and mortgage financing.

Key Responsibilities:

  • Listen to client needs and resolve complex situations
  • Recommend solutions for personal and small business clients
  • Support mortgage renewals and renegotiations
  • Refer clients to specialist colleagues for specific needs
  • Follow compliance and risk management rules

Requirements:

  • College diploma or equivalent
  • Mutual fund representative licence, or obtain it within three months
  • Advisory service experience
  • Inclusive attitude and openness to diversity
  • French language proficiency

Bring advisory experience, analytical skills, and client focus to National Bank's French-language branch banking team.

National Bank Personal Banking Advisor 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.

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Contact Details:

National Bank of Canada Recruitment Team