National Bank Personal Banking Advisor

Support National Bank clients with analytical skills and a friendly approach as a Banking Advisor serving Personal and Small Business needs. Use an advisory mindset to create people-centric branch experiences.

This Banking Advisor role reports to the Branch Manager and works alongside specialists in investments, mortgage financing, and other areas. You will listen to client needs, resolve complex situations, and recommend appropriate banking solutions. The position supports transaction, investment, financing, insurance, and estate planning needs.

• Listen to clients and resolve complex banking situations
• Advise Personal and Small Business clients on solutions
• Support mortgage renewal and renegotiation processes
• Ensure client satisfaction, engagement, compliance, and risk management
• Refer clients to specialist colleagues for specific needs

• High School Diploma or equivalent
• Mutual fund representative licence, or obtain it within three months
• Advisory service experience
• Inclusive attitude and openness to diversity
• English language proficiency

Bring client engagement, financial advice, and analytical skills to National Bank’s Personal and Small Business banking clients.