Transform client relationships as a Banking Advisor at National Bank. Utilize your analytical skills and friendly approach to deliver tailored financial solutions in a dynamic, people-centric branch environment.
In this diverse role, you will engage with Personal and Small Business clients to address their unique transaction, investment, and financing needs. Your journey may include obtaining a mutual fund representative license, enhancing your expertise to offer comprehensive advice. Collaboration with specialists and adherence to compliance will be pivotal in ensuring client satisfaction and effective decision-making.
Key Responsibilities:
• Listen to clients and resolve complex financial situations
• Advise on personal financing, investments, and insurance solutions




• Ensure exceptional client satisfaction and engagement
• Refer clients to specialists as required
• Adhere to risk management and compliance rules
Requirements:
• College diploma (DEC) or equivalent
• Mutual fund representative license (or must obtain within 3 months)
• Advisory experience with an inclusive attitude
• Open to diverse perspectives within a team
• Fluency in French and English for client service
Your analytical and people-oriented skills will be vital in impacting clients' financial paths positively at National Bank.
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📌 Banking Advisor at National Bank (Chelsea)
🏢 National Bank of Canada
📍 Chelsea