Personal Banking Advisor National Bank (Canada)

Personal Banking Advisor National Bank (Canada)

25 Oct
|
National Bank of Canada
|
Canada

25 Oct

National Bank of Canada

Canada

Use analytical skills and a friendly approach as a Banking Advisor at National Bank, serving branch clients in French. Help clients find suitable banking solutions and manage diverse financial needs through personalized advice.

As a Banking Advisor, you will listen to clients, resolve complex situations, and advise Personal and Small Business clients. Your work covers transactions, investments, personal financing, tailored insurance, estate planning, and mortgage renewals or renegotiations. You will collaborate with investment and mortgage financing specialists while supporting compliance.

Key Responsibilities:

- Listen to client needs and resolve complex situations
- Provide advice for Personal and Small Business clients
- Support mortgage renewal and renegotiation processes




- Refer clients to specialist colleagues for specific needs
- Ensure client satisfaction, engagement, compliance, and risk management

Requirements:

- Hold a college diploma or equivalent
- Hold a mutual fund representative licence
- Obtain the licence within three months if necessary
- Have advisory service experience and an inclusive attitude
- Demonstrate openness to diversity and French-language proficiency

Bring client advisory experience, analytical skills, and financial solutions knowledge to National Bank's people-centric branch service.

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

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