Client-Focused Banking Advisor: Growth & Impact

Kibbi Technologies Inc.; Campbellton Regional Community; 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 in Canada is seeking a Banking Advisor to understand client needs and provide tailored advice for Personal and Small Business clients, guiding transactions, investments, financing, insurance, and estate planning.

You will work with a team of specialists, pursue mutual fund licensing, and advance within a people‑centred, compliant environment that values learning and internal mobility.

Qualifications

• Hold a college diploma (DEC) or equivalent
• Advisory service experience, inclusive attitude and openness to diversity
• Languages: French, English

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.

Skills

Brand Ambassadorship

Client Education

Client Engagement

Client-focused

Digital literacy

Driving Results

Empathy

Funding

Insurance

Investments

Learning Agility

Mortgage Lending

Oral Communication

Personal Banking

Proposal Generation

Readiness

Small Business

Solution implementation

Standards Compliance

Succession products and services

Teamwork

Treasury Management

Education

College diploma (DEC) or equivalent

Job description

National Bank in Canada is seeking a Banking Advisor to understand client needs and provide tailored advice for Personal and Small Business clients, guiding transactions, investments, financing, insurance, and estate planning.

You will work with a team of specialists, pursue mutual fund licensing, and advance within a people‑centred, compliant environment that values learning and internal mobility.