Personal Banking & Investments Advisor

Banque Nationale du Canada; La Sarre; On-site; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Banking Advisor to provide people-first service for Personal and Small Business clients. You’ll listen to clients’ needs, offer tailored solutions, and progress through internal licencing to widen responsibilities in advisory and investment support.

You'll work with a team of specialists, with flexible schedules including one evening per week, and access to comprehensive training and internal mobility opportunities.

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.
• 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

Advisory service

Client needs analysis

Compliance awareness

Communication

Education

DEC (college diploma)

Mutual fund licence (MFR)

Job description

National Bank of Canada is seeking a Banking Advisor to provide people-first service for Personal and Small Business clients. You’ll listen to clients’ needs, offer tailored solutions, and progress through internal licencing to widen responsibilities in advisory and investment support.

You'll work with a team of specialists, with flexible schedules including one evening per week, and access to comprehensive training and internal mobility opportunities.