Banking Advisor: Personal & SME Finance Specialist

National Bank of Canada; Montreal; 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 hiring a Banking Advisor to support clients with everyday banking, investments, and insurance needs. You will listen to client needs, tailor advice, and coordinate with specialists to deliver comprehensive financial solutions.

The role offers development opportunities, including mutual fund licence progression, training, and a collaborative team focused on helping clients reach their goals.

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.

Job description

National Bank of Canada is hiring a Banking Advisor to support clients with everyday banking, investments, and insurance needs. You will listen to client needs, tailor advice, and coordinate with specialists to deliver comprehensive financial solutions.

The role offers development opportunities, including mutual fund licence progression, training, and a collaborative team focused on helping clients reach their goals.