Banking Advisor (On-Site)

NATIONAL BANK OF CANADA; Courtenay; On-site; CAD 50,000 - 70,000; Full time

Job summary

A financial services organization in Courtenay is looking for a Banking Advisor. You will act as a trusted financial partner to clients, managing their investment and deposit needs while building lasting relationships. The ideal candidate should possess strong knowledge of financial products and a proven track record in client relationship management. A university degree is required along with relevant experience. This role offers robust professional development opportunities and a comprehensive benefits package.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community involvement

Telemedicine service

Virtual sleep clinic

Qualifications

• 3 years of experience or 2 years in banking/financial services.
• Experience managing personal investments and portfolios.
• Mutual fund license or certification is an asset.

Responsibilities

• Build and maintain relationships focused on financial goals.
• Give advice on transactions, investments, and insurance needs.
• Analyze market trends to guide client decisions.

Skills

Client focus and empathy

Strong knowledge of financial products

Demonstrated analytical skills

Proven ability to build relationships

Education

University certificate or Bachelor's degree in related field

Job description

Overview

Attendance On-Site Job number 27120 Category Professional Status : Permanent Type of Contract Permanent Country Canada Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 31-Jul-2025 Salary : starting at per year Area(s) of interest : Advisory services, Personal banking Location(s) : Courtenay

A career as a banking advisor in the Courtenay Banking team at National Bank is to act as a trusted financial partner supporting clients through their evolving investment and deposit needs. This job allows you to have a positive impact on our organization through your expertise in portfolio management, client relationship building, and financial solutions.

Your job

• Build, grow, and maintain profitable and lasting relationships by understanding clients’ unique financial goals.
• Identify and anticipate client needs to uncover opportunities that contribute to their financial success.
• Give advice and offer appropriate solutions for clients to meet their transactions, investment, personal financing, made-to-measure insurance and estate planning needs.
• Analyze market trends and economic shifts to advise clients on borrowing and investment decisions.
• Develop personalized strategies and manage lending portfolios effectively for key client accounts.
• Share knowledge of financial products with clients and colleagues, actively participating in team collaboration.

Your team

You will be working with a team of peers in an agile, proactive, and collaborative manner to seize opportunities, stay on the cutting edge of technology, and continuously improve processes. Within the sector (Personal Banking), you are part of a large team and report to branch manager. Our team stands out for its commitment to delivering personalized financial solutions with empathy and integrity. We aim to offer you maximum flexibility to promote your quality of life.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning in action, allow you to master your craft and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.

Prerequisites

• Hold a university certificate and 3 years of experience; or bachelor’s degree and 2 years of experience in personal banking or financial services.
• Experience managing personal investments and deposit portfolios.
• Mutual fund license or certification is an asset.
• Proven ability to build and maintain client relationships.
• Strong knowledge of financial products and lending solutions.
• Demonstrated analytical skills and ability to interpret market data.

Mandatory languages

• Fluency in English

Soft skills

• Client focus and empathy
• Lifelong learning mindset
• Problem-solving and clear advisement

NBCBC

Languages : English

Skills

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Brand Ambassadorship Business Development Client Education Driving Results Finance Funding Information Analysis Insurance Investments Mortgage Lending Personal Banking Proposal Generation Readiness Retirement Planning Small Business

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

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 are 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!