Banking Advisor: Client-Centric Investments & Lending

National Bank of Canada; Lethbridge; On-site; CAD 49,000 - 61,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee assistance program

Preferential banking services

Community involvement

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Banking Advisor in Canada. You’ll listen to clients' needs, advise on personal and small business solutions, and build relationships through engagement and referrals. The role emphasizes compliant, responsible financial guidance and ongoing client development.

With opportunities to obtain a mutual fund licence, you can expand responsibilities and progress. A collaborative team environment and strong training support underpin continuous professional growth.

Qualifications

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

Skills

Brand Ambassadorship

Client Education

Client Engagement

Personal Banking

Mortgage Lending

Investments

Teamwork

Education

College diploma (DEC)

Job description

National Bank of Canada is seeking a Banking Advisor in Canada. You’ll listen to clients' needs, advise on personal and small business solutions, and build relationships through engagement and referrals. The role emphasizes compliant, responsible financial guidance and ongoing client development.

With opportunities to obtain a mutual fund licence, you can expand responsibilities and progress. A collaborative team environment and strong training support underpin continuous professional growth.