People-First Banking Advisor — Growth & Licensing Path

National Bank of Canada; Quebec; On-site; CAD 55,000 - 67,000; Full time

Benefits offered by this job

Health & wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Banking Advisor to serve clients at the branch, listening carefully to needs and delivering people-centred financial guidance across personal and small business needs including transactions, financing, insurance and estate planning.

The role offers development through mutual fund licensing and opportunities to advance within the bank. Flexible schedules apply, with a focus on compliance and client satisfaction.

Qualifications

• Advisory service experience and a client-centric mindset.
• Ability to listen to clients’ needs and tailor financial solutions.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Give advice and offer appropriate solutions for Personal and Small Business clients to meet financial needs.
• Support clients through mortgage renewal or renegotiation.
• Ensure client satisfaction and engagement.
• Refer clients to specialists for specific needs.
• Ensure adherence to compliance and risk management rules.

Skills

Advisory experience

Client focus

Education

DEC or equivalent

Mutual fund licence (MFR)

Job description

National Bank of Canada is seeking a Banking Advisor to serve clients at the branch, listening carefully to needs and delivering people-centred financial guidance across personal and small business needs including transactions, financing, insurance and estate planning.

The role offers development through mutual fund licensing and opportunities to advance within the bank. Flexible schedules apply, with a focus on compliance and client satisfaction.