National Bank seeks a Banking Advisor with analytical skills and a friendly approach to serve branch clients through people-centric advice.

This Banking Advisor role supports Personal and Small Business clients with transaction, investment, financing, insurance, and estate planning needs. You will listen carefully, resolve complex situations, and provide appropriate solutions. Development includes training and the potential to obtain a mutual fund representative licence.

Key Responsibilities:
Listen to clients’ needs and resolve complex situations
Advise Personal and Small Business clients
Offer transaction, investment, financing, insurance, and estate solutions
Ensure client satisfaction and engagement
Refer clients to specialist colleagues when appropriate

Requirements:
College diploma or equivalent
Mutual fund representative licence
Obtain the licence within three months if necessary
Advisory service experience
Inclusive attitude and openness to diversity

Bring analytical advisory skills and client-focused service to National Bank’s branch team as a Banking Advisor.

📌 National Bank Banking Advisor Ste Agathe Des Monts (Canada)
🏢 National Bank of Canada
📍 Canada