Personal Banking Advisor National Bank

Use analytical skills and a friendly approach as a Personal Banking Advisor at National Bank, serving branch clients through people-centric advice.

As a Banking Advisor, you will advise Personal and Small Business clients on transactions, investments, financing, insurance, and estate planning. You will also support mortgage renewals, refer specialized needs, and maintain compliance while building client engagement. The position reports to the Branch Manager and includes varied schedules, with one evening branch opening weekly.

• Listen to client needs and resolve complex situations
• Recommend solutions for personal and small business clients
• Support mortgage renewal and renegotiation processes
• Refer clients to specialist colleagues for specific needs
• Ensure compliance and risk management requirements

• College diploma or equivalent qualification
• Mutual fund representative licence or timely completion
• Experience in advisory services
• Inclusive attitude and openness to diversity
• French language proficiency

Bring client education, personal banking, investment, insurance, and financing expertise to National Bank’s advisory team.