Serve National Bank clients as a Banking Advisor using analytical skills and a friendly, people-centric approach in a branch setting.
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 advice. The position reports to the Branch Manager while working alongside specialists in investment and mortgage financing.
Key Responsibilities:
- Listen to clients and resolve complex situations
- Provide advice and appropriate banking solutions
- Ensure client satisfaction and engagement
- Refer clients to specialist colleagues
- Follow compliance and risk management rules
Requirements:
- College diploma or equivalent
- Mutual fund representative licence
- Obtain the licence within three months if required
- Advisory service experience
- Inclusive attitude and openness to diversity
Bring analytical advisory skills to National Bank while supporting clients' transaction, investment, and financing goals.
📌 Personal Banking Advisor National Bank (Amherst)
🏢 National Bank of Canada
📍 Amherst
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.