Banking Advisor

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

Job summary

Join a leading financial services provider as a Banking Advisor in Lethbridge, Alberta. In this role, you will leverage your analytical and interpersonal skills to offer tailored financial solutions to clients. You will be responsible for managing client relationships, addressing their needs, and ensuring satisfaction while adhering to compliance standards. The position includes comprehensive benefits and opportunities for ongoing professional development in a dynamic work environment.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community initiative opportunities

Telemedicine service

Virtual sleep clinic

Qualifications

• Experience in advisory services preferred.
• 3 years in a banking environment or equivalent experience.
• Willingness to learn and grow in the financial sector.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Provide advice and solutions for clients’ financial products.
• Ensure client satisfaction and adhere to compliance rules.

Skills

Analytical skills

Client relationship management

Problem-solving

Education

College diploma (DEC) or equivalent

Job description

Compensation: Between $55200 - $66900 per year

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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. Acting as a strategic partner to Account Managers to build, grow and maintain profitable, long‑lasting, and genuine relationships with CWB/NBC clients. The Banking Officer will provide knowledge, courteous & efficient delivery of our products & services (opening of accounts, sale of retirement and investment products, completion of personal lending account reviews, etc.) enhancing current client relationships by utilizing discovery questions to deliver a full‑service solution.

Your role

• Listen to clients’ needs and resolve complex situations.
• Give advice and offer appropriate solutions for clients to meet their transactions, 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

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. Our branch is open from Monday to Friday from 8:00 AM to 4:30 PM. This position reports to the Senior Manager Personal Banking. 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 preferred
• Advisory service experience, inclusive attitude and openness to diversity preferred
• Holding a mutual fund representative (MFR) licence is considered an asset
• 3 years in a banking environment or have equivalent experience, have a strong understanding of banking products & services, and genuinely want to learn & grow your financial career preferred

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
• 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.

Our dynamic work environments and cutting‑edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

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