Transform your career in finance as a Personal Banking Advisor at National Bank. Utilizing your analytical skills, you'll deliver a tailored experience that impacts both clients and colleagues positively.
In this multifaceted role, you will listen to clients to understand their needs and provide effective solutions in personal financing, investment, and estate planning. You'll support mortgage processes while ensuring compliance and client satisfaction. This collaborative setting allows you to work closely with specialists as part of a passionate team committed to client goals.
Key Responsibilities:
• Understand clients' needs and resolve financial challenges
• Advise on transactions, investments, and client services




• Assist in mortgage renewal or negotiation processes
• Ensure ongoing client engagement and satisfaction
• Connect clients with specialized colleagues for expertise
Requirements:
• Hold a college diploma (DEC) or equivalent
• Obtain mutual fund representative license within three months
• Experience in advisory services and a commitment to diversity
• Digital literacy and strong client-focused skills
• Proven ability to drive results with an empathetic approach
Join National Bank for a rewarding banking career.
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📌 Personal Banking Advisor Role (Richmond Hill)
🏢 National Bank of Canada
📍 Richmond Hill