Advise Personal and Small Business clients at National Bank, matching transaction, investment, and financing needs with appropriate solutions.
As a Banking Advisor, you will deliver a people-centric branch experience using analytical skills and a friendly approach. Your work includes client engagement, personal banking, small business management, and solution implementation. Obtaining a mutual fund representative licence can expand your responsibilities.
Key Responsibilities:
- Offer tailored advice to Personal and Small Business clients
- Address transaction and investment requirements
- Support personal financing and insurance needs
- Ensure client satisfaction and engagement
- Collaborate with investment and mortgage specialists
Requirements:
- College diploma or equivalent
- Experience providing advisory services
- Inclusive attitude toward clients and colleagues
- Openness to diversity
- English language proficiency
Apply advisory service, client education, and financial solution skills while supporting diverse National Bank clients.
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📌 Small Business Banking Advisor (Canada)
🏢 National Bank of Canada
📍 Canada
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