Banking advisor

National Bank of Canada; Kamloops; On-site; CAD 55,000 - 67,000; Full time

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

Community involvement initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada seeks a Banking Advisor to help clients with personal and small business needs, blending financial guidance with a client-centric approach. You’ll develop mutually beneficial solutions, support mortgage renewals, and collaborate with specialists to meet diverse financial goals.

This role offers growth opportunities and training to enhance advisory skills and product knowledge. The team values empathy, collaboration, and integrity as you assist clients in achieving their

Qualifications

• Listen to clients’ needs and resolve complex situations.
• Provide solutions for Personal and Small Business clients across transactions, investments, financing, insurance and estate planning.
• Support clients through mortgage renewal or renegotiation.
• Refer clients to specialist colleagues for specific needs.
• Ensure adherence to compliance and risk management rules.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Provide advice and suitable solutions for Personal and Small Business clients; cover transactions, investments, financing, insurance, estate planning.
• Assist with mortgage renewal or renegotiation; ensure client satisfaction and engagement.

Skills

Client Education

Client Engagement

Personal Banking

Mortgage Lending

Investments

Retirement Planning

Teamwork

Empathy

Education

High School Diploma or equivalent

Mutual fund representative licence

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.

• 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.
• Support your clients through the mortgage renewal or renegotiation process.
• 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

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 High School Diploma or equivalent
• Hold a mutual fund representative (MFR) licence – If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it
• Advisory service experience, inclusive attitude and openness to diversity

Salary Range: 55,200-66,900

Languages: English

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

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

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!

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