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Banking advisor

Date Posted: Jun 12, 2026
Yearly: C$ - C$

Job Detail

  • location_on
    Location Richmond Hill, Canada
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 10, 2026

Job Description

Overview

As a Banking Advisor at National Bank, you will play a crucial role in providing a people-centric experience to clients while helping them meet their financial needs. This position involves listening to client requirements, offering personalized solutions, and ensuring their satisfaction, all within a collaborative team environment that encourages professional growth and internal mobility.

Key responsibilities

  • Listen to clients' needs and resolve complex situations
  • Provide advice and solutions for Personal and Small Business clients
  • Assist clients with mortgage renewals and renegotiations
  • Ensure client satisfaction and engagement
  • Refer clients to specialist colleagues when necessary
  • Adhere to compliance and risk management standards

Required skills

  • Banking & Financial Services
  • Client Relationship Management
  • Analytical Skills
  • Investment Advice
  • Financial Planning
  • Customer Service
  • Compliance Knowledge
  • Risk Management
  • Sales Techniques
  • Communication Skills
  • Team Collaboration
  • Advisory service experience
  • Holds a college diploma (DEC) or equivalent
  • Holds or can obtain a mutual fund representative (MFR) licence

What the company offers

  • Competitive compensation
  • Health and wellness program
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and family assistance program
  • Preferential banking services
  • Involvement in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
  • Dynamic work environments and cutting-edge collaboration tools
  • Encouragement of employee feedback and ideas

Skills Required

Company Overview

Illinois, United States of America

National Bank is committed to supporting its employees with a positive work environment that values collaboration and feedback. The bank encourages innovative ideas and fosters a people-first culture. Read More

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