Client-Centric Banking Advisor for Personal & Small Business

National Bank of Canada; Mississauga; 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 deliver people-centric service to branch clients. You will listen to needs, advise on personal and small business banking, and guide clients through transactions, investments, and insurance needs.

As part of a collaborative team, you’ll reference specialists when needed and ensure adherence to compliance and risk standards. Training supports ongoing professional growth and mobility within the bank.

Qualifications

• Proven ability to educate clients on financial solutions.
• Experience advising Personal and Small Business clients is preferred.
• Track record in compliant, client-centric advisory services.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Provide advice and solutions for personal and small business clients.
• Aim for high client satisfaction and engagement.
• Refer clients to specialist colleagues for specific needs.
• Follow compliance and risk management rules.

Skills

Client education

Investments

Mortgage lending

Personal banking

Small business banking

Financial advisory

Education

DEC or equivalent

MFR licence

Job description

National Bank of Canada is seeking a Banking Advisor to deliver people-centric service to branch clients. You will listen to needs, advise on personal and small business banking, and guide clients through transactions, investments, and insurance needs.

As part of a collaborative team, you’ll reference specialists when needed and ensure adherence to compliance and risk standards. Training supports ongoing professional growth and mobility within the bank.