Banking advisor (On-Site)

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

Attendance On-Site Job number 29416 Category Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 10-Nov-2025 $ 55200 $ 66900 Salary : $ 55200 - $ 66900 per year Area(s) of interest : Advisory services, Personal banking Location(s) : Edmonton

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.
• 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.

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

Languages

• English

Skills

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

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
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual 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 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 people's 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!