Banking Advisor (On-Site)

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

Job summary

A leading financial institution in Richmond seeks a Banking Advisor to provide client-centric services and support. You'll greet clients, answer inquiries, and guide them in using banking applications. The ideal candidate will have customer service experience and a college diploma. Join us to impact lives positively and enjoy various career advancements and training opportunities.

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

• Customer service experience, inclusive attitude and openness to diversity.
• Positive attitude and empathy for clients.
• Interest in technology and skilled in sharing knowledge.
• Ability to adapt to different situations.

Responsibilities

• Greet clients and answer questions.
• Help clients use our banking applications and ABMs.
• Listen to clients’ needs and resolve complex situations.
• Give advice and offer transaction solutions for clients.
• Demonstrate the ability to build lasting business relationships.
• Ensure client satisfaction and engagement.
• Refer clients to specialist colleagues.
• Ensure adherence to compliance and risk management rules.

Skills

Brand Ambassadorship

Business Development

Driving Results

Teamwork

Client-focused

Detail-oriented

Digital literacy

Empathy

Learning Agility

Oral Communication

Education

College diploma (DEC) or equivalent

Job description

Overview

Attendance On-Site Job number 28105 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Posting date 26-Aug-2025 Area(s) of interest: Advisory services, Personal banking Location(s): Richmond

A career as a Banking Advisor at National Bank is a versatile and 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, listen actively and offer a people-centric experience for branch clients.

Responsibilities

• Greet clients and answer questions.
• Help clients use our banking applications and ABMs.
• Listen to clients’ needs and resolve situations that may be complex.
• Give advice and offer transaction solutions for Personal Banking clients.
• Demonstrate the ability to build lasting business relationships.
• Ensure client satisfaction and engagement.
• Refer your clients to your specialist colleagues for their specific needs.
• Ensure adherence to compliance and risk management rules.

Team and work environment

The branch is open one evening per week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Customer Service Branch Manager or the Branch Manager. Every day, you will work with a team of experts specialized in investment, credit, mortgage financing and more. 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’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
• Customer service experience, inclusive attitude and openness to diversity
• Positive attitude and empathy for clients
• Interest in technology and skilled in sharing knowledge
• Ability to adapt to different situations

Languages: Cantonese, English, Hindi, Punjabi

Skills and benefits

• Brand Ambassadorship
• Business Development
• Driving Results
• Teamwork
• Client-focused
• Detail-oriented
• Digital literacy
• Empathy
• Learning Agility
• Oral Communication

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 welcome all candidates! What can you bring to our team? Come live your ambitions with us!