Become a Banking Advisor with National Bank, where your analytical skills and people-first approach matter. Make a significant impact on clients' financial well-being through personalized advice.
In this role, you will serve personal and small business clients by resolving complex situations and offering tailored financial solutions. The opportunity to earn your mutual fund representative license enhances qualified growth. Collaborate with a team of dedicated specialists to elevate client satisfaction and engagement.
Key Responsibilities:
• Discuss and assess clients’ financial needs effectively
• Provide personalized advice for investments and financing
• Maintain engagement through proactive client communication




• Refer clients to financial specialists as needed
• Ensure compliance with risk management policies
Requirements:
• College diploma (DEC) or equivalent
• Must obtain mutual fund representative license within three months
• Experience in client advisory services
• Strong interpersonal skills with diverse client interactions
• Passionate about helping clients achieve financial goals
Utilize your skills to support client success in your role as a Banking Advisor with National Bank.
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📌 National Bank Client Advisor Position (Amos)
🏢 National Bank of Canada
📍 Amos