Banking Advisor

National Bank of Canada; Red Deer; On-site; CAD 65,000 - 95,000; 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

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Banking Advisor to deliver client-focused financial service and guidance for branch clients in a collaborative team. The role emphasizes understanding client needs, offering appropriate transaction, investment, and financing solutions, and supporting mortgage renewals.

Developments opportunities include obtaining a mutual fund licence and expanding responsibilities. A friendly, inclusive environment supports growth with strong risk and compliance practices.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence and obtain within three months of hiring with full refund after licensing.
• Advisory service experience, inclusive attitude and openness to diversity.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Give advice and offer appropriate solutions for Personal and Small Business clients to meet transaction, investment, personal financing, insurance and estate planning needs.
• Support clients through the mortgage renewal or renegotiation process.
• Ensure client satisfaction and engagement.
• Refer clients to 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

Finance

Information Analysis

Investments

Learning Agility

Mortgage Lending

Oral Communication

Personal Banking

Proposal Generation

retirement planning

Small Business

Solution implementation

Standards Compliance

Taxations

Teamwork

Treasury Management

Education

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.

• 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

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.

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

• 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 serviceVirtual 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!

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

Join us!