Banking Advisor: Grow in Client Advisory

National Bank of Canada; Sainte-Agathe-des-Monts; 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 assistance program

Preferential banking services

Community involvement

Telemedicine service

Sleep clinic

Job summary

National Bank of Canada in Sainte-Agathe-des-Monts is seeking a Banking Advisor who blends analytical skills with a people-centered service approach. You’ll listen to clients, advise on personal and small business needs, and use your finance knowledge to tailor solutions while maintaining strong compliance.

With prerequisites including a DEC and a mutual fund license, you can grow by expanding fund transactions and advancing within the branch network.

Qualifications

• Listening to clients’ needs and resolving complex situations.
• Advising Personal and Small Business clients with tailored financial solutions.
• Ensuring client satisfaction and ongoing engagement.
• Refer clients to specialists for their specific needs.
• Maintaining compliance and managing risk.

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 analysis

Communication

Compliance awareness

Education

College diploma (DEC) or equivalent

Job description

National Bank of Canada in Sainte-Agathe-des-Monts is seeking a Banking Advisor who blends analytical skills with a people-centered service approach. You’ll listen to clients, advise on personal and small business needs, and use your finance knowledge to tailor solutions while maintaining strong compliance.

With prerequisites including a DEC and a mutual fund license, you can grow by expanding fund transactions and advancing within the branch network.