Use analytical skills as a Banking Advisor at National Bank, delivering people-centric service to branch clients through informed financial guidance.

This Banking Advisor position serves Personal and Small Business clients. You will listen to needs, resolve complex situations, and recommend solutions across transactions, investments, personal financing, insurance, and estate planning. The role also involves client referrals, satisfaction, engagement, compliance, and risk management.

Key Responsibilities:

- Listen to client needs and resolve complex situations
- Advise Personal and Small Business clients
- Offer transaction and investment solutions
- Refer clients to specialist colleagues
- Ensure compliance and risk management adherence

Requirements:

- College diploma or equivalent
- Mutual fund representative licence
- Obtain the licence within three months if needed
- Experience in advisory services
- Inclusive attitude and openness to diversity

Bring analytical judgment, advisory experience, and client-focused banking expertise to National Bank as a trusted Banking Advisor.

📌 Banking Advisor Client Solutions (Montreal)
🏢 National Bank of Canada
📍 Montreal