Use advisory skills to help Personal and Small Business clients find suitable banking, financing, investment, and insurance solutions.

As a Banking Advisor at National Bank, you will deliver a friendly, people-centric experience for branch clients. The position involves understanding transaction, investment, personal financing, made-to-measure insurance, and estate planning needs. You will also collaborate with specialists and follow compliance and risk management rules.

Key Responsibilities:

- Understand clients’ financial needs through active listening
- Resolve complex client situations effectively
- Recommend appropriate banking and financial solutions
- Refer specific needs to specialist colleagues
- Maintain compliance with risk management requirements

Requirements:

- Hold a college diploma or equivalent
- Possess a mutual fund representative licence
- Complete licensing within three months when required
- Demonstrate advisory service experience
- Show an inclusive attitude and openness to diversity

Support client engagement at National Bank by combining thoughtful advice, financial solutions, and disciplined risk management.

📌 Personal Banking Advisor (Ste-Agathe-des-Monts)
🏢 National Bank of Canada
📍 Ste-Agathe-des-Monts