Banking Advisor

National Bank of Canada; Red Deer; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in Canada is seeking a Banking Advisor to engage with clients and offer tailored financial solutions. You'll utilize your analytical skills to ensure client satisfaction and adhere to compliance. The role provides opportunities for career advancement and includes personalized training programs. Successful candidates will hold a college diploma and obtain a mutual fund representative licence within three months. The position supports personal well-being through various benefits, including flexible insurance options and a pension plan.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Telemedicine service

Virtual sleep clinic

Qualifications

• Hold a college diploma or equivalent.
• Hold a mutual fund representative licence or obtain it within three months.
• Experience in advisory services and inclusivity.

Responsibilities

• Listen to clients' needs and resolve complex situations.
• Give advice for clients' transaction and investment needs.
• Ensure client satisfaction and refer them to specialists.

Skills

Analytical skills

Client satisfaction focus

Advisory service experience

Education

College diploma (DEC) or equivalent

Mutual fund representative (MFR) licence

Job description

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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. 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

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


• 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

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.

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!