Banking advisor

National Bank of Canada; Coquitlam; On-site; CAD 49,000 - 61,000; Full time

Benefits offered by this job

Health and wellness

Flexible insurance

Generous pension

Employee share plan

Family assistance

Preferential banking

Community initiatives

Telemedicine

Sleep clinic

Job summary

National Bank of Canada is seeking a Banking Advisor to provide a people-centred client experience in the branch, listening to needs and offering suitable solutions across personal and small business banking, investments, insurance and estate planning.

The role offers development opportunities, including obtaining a mutual fund representative licence to expand responsibilities and progress within the bank, with a team of experts in investment and financing.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Advisory service experience, inclusive attitude and openness to diversity.
• Languages: English

Responsibilities

• 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 your clients to your specialist colleagues for their specific needs.
• Ensure adherence to compliance and risk management rules.

Skills

Brand Ambassadorship

Client Education

Client Engagement

Client-focused

Digital literacy

Driving Results

Empathy

Funding

Insurance

Investments

Learning Agility

Mortgage Lending

Oral Communication

Personal Banking

Proposal Generation

Readiness

Small Business

Solution implementation

Standards Compliance

Succession products and services

Teamwork

Treasury Management

Education

Hold a college diploma (DEC) or equivalent

Job description

A career as a Banking Advisor at National Bank is a 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 and use your analytical skills in order to offer a people-centric experience for branch clients.

This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions.

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 your clients to your specialist colleagues for their specific needs.


• Ensure adherence to compliance and risk management rules.

Your team

A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.

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

• Hold a college diploma (DEC) or equivalent


• Advisory service experience, inclusive attitude and openness to diversity

Languages: English

Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Funding, Insurance, Investments, Learning Agility, Mortgage Lending, Oral Communication, Personal Banking, Proposal Generation, Readiness, Small Business, Solution implementation, Standards Compliance, Succession products and services, Teamwork, Treasury Management

Your benefits

• 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


• Involvement in community initiatives


• Telemedicine service


• Virtual sleep clinic

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates!

What can you bring to our team?

Join us!

Salary Range: 49,000-60,700