Elevate your career as a Personal Banking Advisor, engaging clients and resolving their needs at our innovative bank. Provide tailored financial solutions and thrive in a collaborative environment. As a Banking Advisor, you will assist Personal and Small Business clients, advising them on transactions, investments, and estate planning.

This role emphasizes compliance and client satisfaction, ensuring that all solutions meet specific needs through expert collaboration. You'll report directly to the Branch Manager and benefit from ongoing learning opportunities. Key Responsibilities:

- Listen and assess clients’ financial needs
- Offer personalized solutions for banking and investment
- Ensure adherence to compliance and risk management
- Refer clients to specialist colleagues as needed
- Foster client satisfaction and engagement

Requirements:

- College diploma or equivalent education
- Mutual fund representative license (or obtain within three months)
- Experience in advisory services and inclusivity
- Openness to diversity in client interactions
- Robust problem-solving and communication skills

Become a key player in shaping client experiences with tailored banking solutions.

📌 Personal Banking Advisor Role (Montreal)
🏢 National Bank of Canada
📍 Montreal