Banking Advisor: Client-Centric Growth & Impact

National Bank of Canada; Salaberry-de-Valleyfield; On-site; CAD 49,000 - 61,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Banking Advisor to provide client-focused guidance for personal and small business clients. You will listen to needs, offer tailored solutions, and refer to specialists when required, while ensuring compliance and risk management.

Progression opportunities exist through mutual fund licensing and internal mobility. A collaborative team environment supports development and client success across banking, investments and financing.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence – If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it
• Advisory service experience, inclusive attitude and openness to diversity

Responsibilities

• 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 your clients to your specialist colleagues for their specific needs.
• Ensure adherence to compliance and risk management rules

Skills

Client advisory

Financial products knowledge

Compliance awareness

Education

DEC (College diploma)

Mutual fund representative licence (MFR)

Job description

National Bank of Canada is seeking a Banking Advisor to provide client-focused guidance for personal and small business clients. You will listen to needs, offer tailored solutions, and refer to specialists when required, while ensuring compliance and risk management.

Progression opportunities exist through mutual fund licensing and internal mobility. A collaborative team environment supports development and client success across banking, investments and financing.