Banking Advisor: Growth in Personal & Small Business

NATIONAL BANK OF CANADA; Edmonton; On-site; CAD 55,000 - 67,000; Full time

Job summary

A leading financial institution in Edmonton is seeking a Banking Advisor for a full-time role. In this position, you'll provide personalized solutions for clients, facilitate mortgage processes, and ensure compliance. Candidates should have a college diploma and a mutual fund representative licence (or be willing to obtain one). This role offers opportunities for personal and professional growth, along with a range of benefits, including health programs and pension plans.

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

Qualifications

• Advisory service experience, inclusive attitude and openness to diversity.
• Must obtain mutual fund representative licence within three months of hiring.

Responsibilities

• Listen to clients' needs and resolve complex situations.
• Give advice and offer solutions for Personal and Small Business clients.
• Support clients through mortgage renewal or renegotiation.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues for specific needs.
• Adhere to compliance and risk management rules.

Skills

Brand Ambassadorship

Business Development

Client Education

Driving Results

Finance

Funding Information Analysis

Insurance

Investments

Mortgage Lending

Personal Banking

Proposal Generation

Retirement Planning

Small Business

Education

Hold a college diploma (DEC) or equivalent

Hold a mutual fund representative (MFR) licence

Job description

A leading financial institution in Edmonton is seeking a Banking Advisor for a full-time role. In this position, you'll provide personalized solutions for clients, facilitate mortgage processes, and ensure compliance. Candidates should have a college diploma and a mutual fund representative licence (or be willing to obtain one). This role offers opportunities for personal and professional growth, along with a range of benefits, including health programs and pension plans.