Job opportunity
Personal Banking Advisor
National Bank of Canada
Use advisory skills to help Personal and Small Business clients find suitable banking, financing, investment, and insurance solutions.
As a Banking Advisor at National Bank, you will deliver a friendly, people-centric experience for branch clients. The position involves understanding transaction, investment, personal financing, made-to-measure insurance, and estate planning needs. You will also collaborate with specialists and follow compliance and risk management rules.
Key Responsibilities:
Understand clients’ financial needs through active listening
Resolve complex client situations effectively
Recommend appropriate banking and financial solutions
Refer specific needs to specialist colleagues
Maintain compliance with risk management requirements
Requirements:
Hold a college diploma or equivalent
Possess a mutual fund representative licence
Complete licensing within three months when required
Demonstrate advisory service experience
Show an inclusive attitude and openness to diversity
Support client engagement at National Bank by combining thoughtful advice, financial solutions, and disciplined risk management.
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Apply on source site As a Banking Advisor at National Bank, you will deliver a friendly, people-centric experience for branch clients. The position involves understanding transaction, investment, personal financing, made-to-measure insurance, and estate planning needs. You will also collaborate with specialists and follow compliance and risk management rules.
Key Responsibilities:
Understand clients’ financial needs through active listening
Resolve complex client situations effectively
Recommend appropriate banking and financial solutions
Refer specific needs to specialist colleagues
Maintain compliance with risk management requirements
Requirements:
Hold a college diploma or equivalent
Possess a mutual fund representative licence
Complete licensing within three months when required
Demonstrate advisory service experience
Show an inclusive attitude and openness to diversity
Support client engagement at National Bank by combining thoughtful advice, financial solutions, and disciplined risk management.
#J-18808-Ljbffr