Banking Advisor

Job Overview

National Bank of Canada seeks a Banking Advisor to provide a people‑centric experience for branch clients, using analytical skills to offer personal and small‑business financial solutions.

• Listen to clients’ needs and resolve complex situations.
• Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made‑to‑measure insurance, and estate planning needs.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for specific needs.
• Ensure adherence to compliance and risk management rules.
• Obtain and maintain a mutual fund representative licence to expand responsibilities, including performing mutual fund transactions.

• Hold a college diploma (DEC) or equivalent.
• Advisory service experience and an inclusive attitude with openness to diversity.

French

• Brand Ambassadorship
• Client Education
• Driving Results
• Funding
• Insurance
• Investments
• Mortgage Lending
• Personal Banking
• Proposal Generation
• Readiness
• Small Business
• Teamwork
• Treasury Management
• Client Engagement
• Client‑focused

• Health and wellness program, including many options.
• Employee Share Ownership Plan.
• Employee and family assistance program.
• Preferential banking services.
• Involvement in community initiatives.
• Virtual sleep clinic.

We welcome all candidates!