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Client-Centric Banking Advisor Position

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National Bank of Canada
πŸ“ ottawa, Canada
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Location ottawa
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Posted June 04, 2026
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Commute Local Area
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Job Description

Shape your career at National Bank as a Client-Centric Banking Advisor, where support for clients translates into impactful financial advice. Utilize your analytical skills to create customized solutions for each client.

As a Banking Advisor, you will engage directly with Personal and Small Business clients to understand their needs and offer suitable financial products. Your focus will ensure client satisfaction while working in collaboration with specialists to address any deeper financial requirements through referrals.

Key Responsibilities:
β€’ Address and resolve client inquiries effectively
β€’ Provide advisory services tailored to client needs
β€’ Ensure client satisfaction and loyalty
β€’ Refer complex needs to specialized colleagues
β€’ Comply with all risk management regulations

Requirements:
β€’ Hold a college diploma (DEC) or equivalent
β€’ Must obtain a mutual fund representative licence within three months...

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πŸ“ Location Details

πŸŒ†
City
ottawa
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Country
Canada
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Commute
Local Area

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