Banking Advisor: Client-Centric Solutions & Growth

National Bank of Canada; Saint-Gabriel-de-Brandon; 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

Community initiatives involvement

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Banking Advisor to help branch clients with personal and small business needs, including investments and financing. You will listen to client goals, provide tailored solutions, and refer to specialists when needed.

As you gain experience, opportunities for advancement and internal mobility are available. A mutual fund licence and ongoing professional development will support your growth within a people-first environment.

Qualifications

• Hold a DEC or equivalent and be ready to obtain required licences.
• Experience delivering tailored financial advice to clients.
• Strong interpersonal skills and a client-centric approach.

Responsibilities

• Listen to clients' needs and resolve complex situations.
• Give advice and offer appropriate solutions for Personal and Small Business clients.
• Ensure client satisfaction and engagement.
• Refer clients to specialists for their specific needs.
• Ensure adherence to compliance and risk management rules.

Skills

Client Advisory

Financial Analysis

Customer Service

Communication

Education

College diploma (DEC) or equivalent

Job description

National Bank of Canada is seeking a Banking Advisor to help branch clients with personal and small business needs, including investments and financing. You will listen to client goals, provide tailored solutions, and refer to specialists when needed.

As you gain experience, opportunities for advancement and internal mobility are available. A mutual fund licence and ongoing professional development will support your growth within a people-first environment.