Job Description & How to Apply Below
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.
Key Responsibilities:
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
Requirements:
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.
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