Client‑Focused Banking Advisor | Growth & Licensing Path

National Bank of Canada; Greenfield (CA); On-site; USD 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 to help branch clients achieve their financial goals with a people‑centred approach. You’ll listen to clients, analyze needs, and provide tailored advice on transactions, personal financing, insurance and estate planning.

With a view to growth, you can obtain your mutual fund representative licence to expand responsibilities and advance within the bank. The role emphasizes compliance, teamwork and a client‑first mindset across services.

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

Client listening

Financial advisory

Compliance awareness

Education

College diploma (DEC) or equivalent

Job description

National Bank of Canada is seeking a Banking Advisor to help branch clients achieve their financial goals with a people‑centred approach. You’ll listen to clients, analyze needs, and provide tailored advice on transactions, personal financing, insurance and estate planning.

With a view to growth, you can obtain your mutual fund representative licence to expand responsibilities and advance within the bank. The role emphasizes compliance, teamwork and a client‑first mindset across services.