Serve National Bank clients as a Banking Advisor using analytical skills and a friendly, people-centric approach in the branch. Support Personal and Small Business clients with tailored banking solutions.

As a Banking Advisor, you will listen to needs, resolve complex situations, and recommend solutions for transactions, investments, personal financing, insurance, and estate planning. You will also support mortgage renewals and renegotiations while ensuring satisfaction, engagement, compliance, and risk management. The role reports to the Branch Manager and works with investment and mortgage specialists. A mutual fund representative licence can expand your responsibilities.

Key Responsibilities:
Listen to client needs and resolve complex situations




Recommend solutions for Personal and Small Business clients
Support mortgage renewals and renegotiations
Refer clients to specialist colleagues for specific needs
Maintain compliance, risk management, satisfaction, and engagement

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

Bring client advising, analytical thinking, and financial solution skills to National Bank’s Banking Advisor team.

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