Client-First Banking Advisor

National Bank of Canada; Saint-Constant; 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 is seeking a Banking Advisor to help clients with transactions, investments, financing, and insurance needs. You’ll build relationships, listen to clients, and provide tailored financial solutions in a branch environment.

Prerequisites include a DEC or equivalent and a mutual fund representative licence (or plan to obtain it within three months). A client-first mindset and compliance discipline are essential.

Qualifications

• Advisory service experience is required.
• Inclusive attitude and openness to diversity are valued.
• Hold a college diploma (DEC) or equivalent; mutual fund licence required or to be obtained within 3 months.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Give advice and offer appropriate solutions for Personal and Small Business clients.
• Support clients through mortgage renewal or renegotiation.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for their needs.
• Adhere to compliance and risk management rules.

Skills

Advisory experience

Inclusive attitude

Openness to diversity

Education

DEC or equivalent

Mutual fund representative licence

Job description

National Bank of Canada is seeking a Banking Advisor to help clients with transactions, investments, financing, and insurance needs. You’ll build relationships, listen to clients, and provide tailored financial solutions in a branch environment.

Prerequisites include a DEC or equivalent and a mutual fund representative licence (or plan to obtain it within three months). A client-first mindset and compliance discipline are essential.