Banking Advisor

National Bank of Canada

Charlottetown

On-site

CAD 45,000 - 55,000

Full time

14 days+

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Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community involvement

Telemedicine service

Virtual sleep clinic

Job summary

A leading financial institution in Charlottetown seeks a Banking Advisor to provide exceptional service, assist clients with their banking needs, and build business relationships. This role, suited for entry-level candidates, offers competitive compensation and benefits, including health programs and pension plans. Candidates should demonstrate customer service experience, empathy, and adaptability in a technology-driven environment. If you have a passion for helping clients achieve their goals, join us and make a positive impact.

Qualifications

Customer service experience with inclusive attitudes.
Positive attitude and empathy for clients.
Interest in technology and knowledge sharing.
Ability to adapt to various situations.

Responsibilities

Greet clients and answer their questions.
Assist clients with banking applications and ABMs.
Listen to clients' needs and resolve complex situations.
Provide advice and transaction solutions for clients.
Build lasting business relationships.
Ensure client satisfaction and engagement.
Refer clients to specialist colleagues as needed.
Adhere to compliance and risk management rules.

Skills

Customer service experience

Positive attitude and empathy

Interest in technology

Ability to adapt to different situations

Job description

A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people‑centric experience for branch clients.

Your job:

Greet clients and answer questions.
Help clients use our banking applications and ABMs.
Listen to clients’ needs and resolve situations that may be complex.
Give advice and offer transaction solutions for Personal Banking clients.
Demonstrate the ability to build lasting business relationships.
Ensure client satisfaction and engagement.
Refer your clients to your specialist colleagues for their specific needs.
Ensure adherence to compliance and risk management rules.

Your team:

Monday to Friday 8:30‑5. This position reports to the Customer Service Branch Manager or the Branch Manager. Every day, you will work with a team of experts specialized in investment, credit, mortgage financing and more. Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other.

After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility. Our training programs use on‑the‑job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

Prerequisites:

Customer service experience, inclusive attitude and openness to diversity
Positive attitude and empathy for clients
Interest in technology and skilled in sharing knowledge
Ability to adapt to different situations

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier‑free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Additional required languages: English

Seniority level