Banking Advisor

A career as a banking advisor in the Courtenay Banking team at National Bank is to act as a trusted financial partner supporting clients through their evolving investment and deposit needs. This job allows you to have a positive impact on our organization through your expertise in portfolio management, client relationship building, and financial solutions.

Your job

• Build, grow, and maintain profitable and lasting relationships by understanding clients’ unique financial goals.
• Identify and anticipate client needs to uncover opportunities that contribute to their financial success.
• Give advice and offer appropriate solutions for clients to meet their transactions, investment, personal financing, made-to-measure insurance and estate planning needs.
• Analyze market trends and economic shifts to advise clients on borrowing and investment decisions.
• Develop personalized strategies and manage lending portfolios effectively for key client accounts.
• Share knowledge of financial products with clients and colleagues, actively participating in team collaboration.

Your team

You will be working with a team of peers in an agile, proactive, and collaborative manner to seize opportunities, stay on the cutting edge of technology, and continuously improve processes. Within the sector (Personal Banking), you are part of a large team and report to branch manager. Our team stands out for its commitment to delivering personalized financial solutions with empathy and integrity. We aim to offer you maximum flexibility to promote your quality of life.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning in action, allow you to master your craft and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.

Prerequisites

• Hold a university certificate and 3 years of experience; or bachelor’s degree and 2 years of experience in personal banking or financial services.
• Experience managing personal investments and deposit portfolios.
• Mutual fund license or certification is an asset.
• Proven ability to build and maintain client relationships.
• Strong knowledge of financial products and lending solutions.
• Demonstrated analytical skills and ability to interpret market data.

• Fluency in English

• Client focus and empathy
• Lifelong learning mindset
• Problem-solving and clear advisement