Client-Focused Banking Advisor: Growth & Licensing Path

National Bank of Canada; London; 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 hiring a Banking Advisor. This role offers a varied mix of client interactions, financial guidance, and opportunities to develop through licensing and specialization within the branch network.

You will listen to clients, offer tailored solutions for personal and small business needs, support mortgage renewals, and collaborate with specialists to deliver a client-centric experience while maintaining compliance and risk controls.

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

Brand Ambassadorship

Client Education

Client Engagement

Client-focused

Digital literacy

Driving Results

Empathy

Finance

Funding

Information Analysis

Insurance

Investments

Learning Agility

Mortgage Lending

Oral Communication

Personal Banking

Proposal Generation

Readiness

Retirement Planning

Small Business

Solution implementation

Standards Compliance

Succession products and services

Taxations

Teamwork

Treasury Management

Education

DEC or equivalent

Mutual fund representative licence (MFR)

Job description

National Bank of Canada is hiring a Banking Advisor. This role offers a varied mix of client interactions, financial guidance, and opportunities to develop through licensing and specialization within the branch network.

You will listen to clients, offer tailored solutions for personal and small business needs, support mortgage renewals, and collaborate with specialists to deliver a client-centric experience while maintaining compliance and risk controls.