Branch Financial Services Advisor (Canada)

Branch Financial Services Advisor (Canada)

11 Nov
|
National Bank of Canada
|
Canada

11 Nov

National Bank of Canada

Canada

Develop your career at National Bank as a Banking Advisor serving branch clients with expertise, collaboration, and analytical judgment.

This role reports to the Branch Manager and works with experts in investment, mortgage financing, and other specialties. You will advise Personal and Small Business clients, ensure satisfaction, and connect them with colleagues for specific needs. On-the-job learning supports ongoing development.

Key Responsibilities:

- Provide a friendly, people-centric branch experience
- Address transaction and investment requirements
- Support financing, insurance, and estate planning needs
- Maintain client satisfaction and engagement
- Follow compliance and risk management rules

Requirements:

- College diploma or equivalent qualification
- Mutual fund representative licence or timely completion
- Advisory service experience
- Inclusive attitude in client interactions
- Openness to diversity

Build trusted branch relationships through analytical advice, specialist collaboration, and comprehensive financial service for National Bank clients.

📌 Branch Financial Services Advisor (Canada)
🏢 National Bank of Canada
📍 Canada

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.

Subscribe to this job alert:

Get the latest job offers by email for: branch financial services advisor (canada) / canada

Subscribe to this job alert:

Get the latest job offers by email for: branch financial services advisor (canada) / canada