The Banking Advisor role at National Bank is a dynamic position focused on providing a human-centric experience to clients. Advisors welcome clients, actively listen to their needs, and offer tailored solutions for transactional, investment, personal financing, and banking product insurance requirements. They also assist clients with banking applications and ABMs, build lasting business relationships, ensure client satisfaction, and refer clients to specialists when necessary, while adhering to compliance and risk management rules. This role offers opportunities for growth and advancement within the bank.
Welcome clients and listen to their needs,Advise and offer appropriate solutions to meet clients' transactional, investment, personal financing, and banking product insurance needs and handle other requests,Help clients use our banking applications and ABMs,Establish lasting business relationships with clients and colleagues,Ensure client satisfaction and engagement,Refer clients to expert colleagues when needed,Adhere to compliance and risk management rules,Combination of relevant professional experience and education,Advisory service experience,Inclusive attitude and openness to diversity,Positive attitude and empathy for clients,Discipline, commitment to teamwork, and eagerness to learn,Interest in technology and aptitude for sharing knowledge,Ability to adapt to different situations
Combination of relevant professional experience and education,Be a licenced mutual fund representative (MFR), if aiming to develop in a Banking Advisor role,Advisory service experience
Full-Time, schedule could vary in accordance with team availability, may be required to work one evening per week.
This job listing is reserved for people who identify as Indigenous.,May be required to work one evening per week.
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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