Use analytical skills and a friendly approach as a National Bank Banking Advisor serving branch clients in French. Create people-centric banking experiences.
As a Banking Advisor, you will advise Personal and Small Business clients on transaction, investment, financing, insurance, and estate planning needs. You will listen carefully, resolve complex situations, and develop your advisory expertise. The role reports to the Branch Manager and works with specialists in investment and mortgage financing.
Key Responsibilities:

Listen to client needs and resolve complex situations
Recommend solutions for personal and small business clients
Support mortgage renewals and renegotiations
Refer clients to specialist colleagues for specific needs
Follow compliance and risk management rules
Requirements:

College diploma or equivalent
Mutual fund representative licence, or obtain it within three months
Advisory service experience
Inclusive attitude and openness to diversity
French language proficiency
Bring advisory experience, analytical skills, and client focus to National Bank’s French-language branch banking team.

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National Bank Personal Banking Advisor