Banking advisor

Overview

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people‑centric experience for branch clients. By obtaining your mutual fund representative licence, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made‑to‑measure insurance and estate planning needs.
• Support clients through the mortgage renewal or renegotiation process.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for their specific needs.
• Ensure adherence to compliance and risk management rules.

Prerequisites

Your benefits

Competitive compensation.

Additional required languages : French.

Seniority level : Mid‑Senior level; Employment type : Full‑time; Job function : Finance; Industry : Banking.

We are committed to a barrier‑free workplace and an inclusive hiring process. If you require accommodation, let us know during your initial conversations. All candidates are welcome.

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