Build tailored banking solutions for clients at National Bank, using advisory experience and analytical skills in a branch setting. Help clients address complex financial needs.

This Banking Advisor position serves Personal and Small Business clients across transactions, investments, personal financing, insurance, and estate planning. You will also guide mortgage renewal or renegotiation, maintain engagement, and connect clients with specialists. The role reports to the Branch Manager and collaborates with experts in investment and mortgage financing. French is required, and schedules vary with team availability, including two evening branch openings weekly.

Key Responsibilities:

- Provide advice for transaction and investment needs
- Address personal financing, insurance,



and estate planning needs
- Guide clients through mortgage renewals or renegotiations
- Resolve complex situations through careful listening
- Maintain compliance with risk management rules

Requirements:

- College diploma or equivalent qualification
- Mutual fund representative licence or timely completion
- Advisory service experience
- Inclusive attitude and openness to diversity
- French language proficiency

Apply your advisory experience across mortgage, investment, and personal finance needs as a Banking Advisor at National Bank.

📌 Banking Advisor Mortgage Investment (Granby)
🏢 National Bank of Canada
📍 Granby