Client-Focused Banking Advisor: Growth & Impact

National Bank of Canada; Carleton-sur-Mer; 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 in Quebec. The role focuses on understanding clients' needs, delivering tailored advice across personal, small business, investments, financing, insurance, and estate planning while maintaining high client satisfaction and engagement.

As you gain experience, you can progress by obtaining the mutual fund representative licence and expanding responsibilities, including mutual fund transactions, with opportunities for internal mobility and career

Qualifications

• Hold a college diploma (DEC) or equivalent.
• 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.
• 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

Client advisory

Problem solving

Communication

Education

DEC or equivalent

Job description

National Bank of Canada is seeking a Banking Advisor in Quebec. The role focuses on understanding clients' needs, delivering tailored advice across personal, small business, investments, financing, insurance, and estate planning while maintaining high client satisfaction and engagement.

As you gain experience, you can progress by obtaining the mutual fund representative licence and expanding responsibilities, including mutual fund transactions, with opportunities for internal mobility and career