Use analytical skills to advise branch clients at National Bank through a friendly, people-centric banking experience. Support Personal and Small Business clients with tailored solutions.
As a Banking Advisor, you will listen carefully, resolve complex situations, and address transaction, investment, financing, insurance, and estate planning needs. You will support mortgage renewals, ensure satisfaction, and refer clients to specialist colleagues. The branch is open two evenings weekly, with schedules varying according to team availability. French is required.
Key Responsibilities:

Listen to client needs and resolve complex situations
Recommend solutions for Personal and Small Business clients
Support mortgage renewal and renegotiation processes
Ensure client satisfaction, engagement, compliance, and risk management
Refer clients to investment and mortgage specialists
Requirements:

College diploma or equivalent
Mutual fund representative licence
Obtain the licence within three months if necessary
Advisory service experience and an inclusive attitude
French language proficiency and openness to diversity
Bring analytical advisory skills and a client-focused approach to Personal and Small Business banking at National Bank.

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Personal Banking Advisor National Bank