Client-Focused Banking Advisor — Growth & Advisory

National Bank of Canada; Trois-Rivières; 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 Trois-Rivières is seeking a Banking Advisor to help clients achieve their financial goals. You’ll listen, advise on personal and small business needs, and collaborate with specialists to deliver tailored solutions.

The role offers development opportunities, including obtaining a mutual fund representative licence, with on-the-job training and a supportive team focused on client outcomes.

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.
• 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

Listen and resolve complex situations

Client advisory

Compliance and risk management

Education

DEC or equivalent

Tools

Mutual fund transactions

Job description

National Bank of Canada in Trois-Rivières is seeking a Banking Advisor to help clients achieve their financial goals. You’ll listen, advise on personal and small business needs, and collaborate with specialists to deliver tailored solutions.

The role offers development opportunities, including obtaining a mutual fund representative licence, with on-the-job training and a supportive team focused on client outcomes.