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Client-Centric Banking Advisor Position

National Bank of Canada
Location 📍 ottawa, Canada
Posted 📅 June 04, 2026
Work Type ⏰ Full-time

Position Overview

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

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

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Job Details

Employment Type
Full-time
📊
Category
Finance
🏠
Work Arrangement
On-site
📍
Location
ottawa, Canada