Banking Advisor

Job Overview

National Bank of Canada seeks a Banking Advisor to provide a people‑centric experience for branch clients, using analytical skills to offer personal and small‑business financial solutions.

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 clients to specialist colleagues for specific needs.
• Ensure adherence to compliance and risk management rules.
• Obtain and maintain a mutual fund representative licence to expand responsibilities, including performing mutual fund transactions.

Prerequisites

• Hold a college diploma (DEC) or equivalent.
  Full-time Finance