Banking Advisor Beauharnois

Banking Advisor Beauharnois

01 Aug
|
National Bank of Canada
|
Beauharnois

01 Aug

National Bank of Canada

Beauharnois

Compensation: Between $49000 - $60700 per year

Overview

Join National Bank as a Banking Advisor, helping branch clients manage their financial needs with a friendly, analytical approach. This role supports both personal and small business customers through a people‑centric experience.

Your job
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.
Ensure client satisfaction and engagement.
Refer clients to specialist colleagues for specific needs.
Ensure adherence to compliance and risk management rules.

Your team

The branch is open one evening per week. Schedules vary based on team availability. You’ll report to the Branch Manager and work with experts in investment, mortgage financing, and other areas.





Prerequisites
Hold a college diploma (DEC) or equivalent.
Hold a mutual fund representative (MFR) licence – If not, you must obtain this licence within three months of hiring, with a full refund once you have successfully obtained it.
Advisory service experience, inclusive attitude, and openness to diversity.

Your advantages
Health and wellness program, including many options.
Adaptable group insurance.
Generous pension plan.
Employee Share Ownership Plan.
Employee and Family Assistance Program.
Preferential banking services.
Prospects to get involved in community initiatives.
Telemedicine service.
Virtual sleep clinic.

Additional required languages: French
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📌 Banking Advisor Beauharnois
🏢 National Bank of Canada
📍 Beauharnois

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