Banking Advisor

National Bank of Canada; Nanaimo; On-site; CAD 52,000 - 70,000; 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 in Canada is seeking a Banking Advisor to greet clients, assist with banking apps and ABMs, listen to needs, and provide solutions. You will build lasting relationships, ensure satisfaction, and refer clients to specialists as needed.

The role emphasizes a people-first approach, teamwork, and adherence to compliance while offering opportunities for advancement and internal mobility within a supportive, dynamic branch environment.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• 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.

Responsibilities

• Greet clients and answer questions in a friendly, client-focused manner.
• Help clients use banking applications and ABMs.
• Listen to needs and resolve situations that may be complex.
• Provide advice and offer transaction solutions for Personal Banking clients.
• Refer clients to specialists for their needs while maintaining compliance.
• Ensure client satisfaction and engagement and uphold risk rules.

Skills

Brand Ambassadorship

Client focus

Detail oriented

Digital literacy

Driving results

Empathy

Learning agility

Oral communication

Teamwork

Education

College diploma (DEC) or equivalent

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:

This position reports to the Branch Manager. Every day, you will work with a team of a 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.

Languages: English

Required skills: Brand Ambassadorship, Client-focused, Detail-oriented, Digital literacy, Driving Results, Empathy, Learning Agility, Oral Communication, Teamwork

Prerequisites :

• Hold a college diploma (DEC) or equivalent
• 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 such as:

• 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?