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