Banking Advisor — Growth, Impact & Development

National Bank of Canada; Sainte-Clotilde-de-Beauce; 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 seeks a Banking Advisor to listen to clients and provide tailored financial solutions for personal and small business needs. You will advise on transactions, investments, financing, insurance and estate planning while ensuring client satisfaction.

Opportunity to progress by obtaining the mutual fund representative licence, expanding responsibilities through cross-team collaboration and ongoing learning in a dynamic branch environment.

Qualifications

• College diploma (DEC) or equivalent is required.
• Advisory service experience and openness to diversity are valued.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Give advice and offer solutions for Personal and Small Business clients to meet their needs (transactions, investments, financing, insurance, estate planning).
• Ensure client satisfaction and engagement.
• Refer clients to specialists for their specific needs.
• Ensure compliance and risk management.

Skills

Advisory experience

Diversity awareness

Education

DEC or equivalent

Job description

National Bank of Canada seeks a Banking Advisor to listen to clients and provide tailored financial solutions for personal and small business needs. You will advise on transactions, investments, financing, insurance and estate planning while ensuring client satisfaction.

Opportunity to progress by obtaining the mutual fund representative licence, expanding responsibilities through cross-team collaboration and ongoing learning in a dynamic branch environment.