Banking Advisor (On-Site)

NATIONAL BANK OF CANADA; Lethbridge; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Lethbridge seeks an experienced Banking Advisor to provide client-centered financial solutions. The ideal candidate will have strong advisory experience, excellent engagement skills, and a commitment to client satisfaction. This permanent role offers opportunities for professional growth and comprehensive benefits, supporting both your career advancement and well-being.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Qualifications

• Advisory service experience and openness to diversity preferred.
• 3+ years experience in a banking environment with strong understanding of banking products.
• Holding a mutual fund representative (MFR) licence is considered an asset.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Provide advice and solutions for clients' financial needs.
• Ensure client satisfaction and engage with specialists for specific needs.
• Adhere to compliance and risk management rules.

Skills

Brand Ambassadorship

Business Development

Client Education

Driving Results

Finance

Investments

Personal Banking

Education

College diploma (DEC) or equivalent

Job description

Overview

Attendance On-Site Job number 26982 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Location(s): Lethbridge

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. Acting as a strategic partner to Account Managers to build, grow and maintain profitable, long-lasting, and genuine relationships with CWB / NBC clients. The Banking Officer will provide knowledge, courteous & efficient delivery of our products & services (opening of accounts, sale of retirement and investment products, completion of personal lending account reviews, etc.) enhancing current client relationships by utilizing discovery questions to deliver a full-service solution.

Your role

• Listen to clients’ needs and resolve complex situations.
• Give advice and offer appropriate solutions for clients to meet their transactions, 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.

Your team

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. Our branch is open from Monday to Friday from 8:00 AM to 4:30 PM. This position reports to the Senior Manager Personal Banking.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on topics such 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 preferred
• Advisory service experience, inclusive attitude and openness to diversity preferred
• Holding a mutual fund representative (MFR) licence is considered an asset
• 3 years in a banking environment or have equivalent experience, have a strong understanding of banking products & services, and genuinely want to learn & grow your financial career preferred

Languages : English

Skills

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!