Banking advisor
National Bank of Canada • beauharnois, Canada
Role Description
Compensation: Between $49000 - $60700 per year
Overview
Join National Bank as a Banking Advisor, helping branch clients manage their financial needs with a friendly, analytical approach. This role supports both personal and small business customers through a people‑centric experience.
Your job
- 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.
Your team
The branch is open one evening per week. Schedules vary based on team availability. You’ll report to the Branch Manager and work with experts in investment, mortgage f...