Client-Centric Banking Advisor: Grow Client Solutions

National Bank of Canada; Mascouche; On-site; CAD 55,000 - 67,000; 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 in Mascouche is hiring a Banking Advisor to help clients reach their financial goals. You will listen to clients’ needs, provide tailored advice across personal and small business services, and support transactions, financing, and insurance requirements.

As you gain mutual fund licensing, you’ll expand responsibilities and work with specialists on investments and mortgages, while staying compliant and client-focused.

Qualifications

• 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.
• Support your clients through the mortgage renewal or renegotiation process.
• 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

Advisory service experience

Client focus

Diversity awareness

Education

DEC or equivalent

MFR licence

Job description

National Bank of Canada in Mascouche is hiring a Banking Advisor to help clients reach their financial goals. You will listen to clients’ needs, provide tailored advice across personal and small business services, and support transactions, financing, and insurance requirements.

As you gain mutual fund licensing, you’ll expand responsibilities and work with specialists on investments and mortgages, while staying compliant and client-focused.