Personal Banking Advisor

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.