Banking Advisor - Remote Advisory Centre

Banque Nationale du Canada; Edmonton; Remote; CAD 45,000 - 80,000; Full time

Job summary

Join a forward-thinking bank as a Banking Advisor in the Remote Advisory Centre, where you'll make a meaningful impact on clients' lives. This full-time role emphasizes analytical skills and a people-centric approach, allowing you to build strong relationships while providing personalized financial advice. With opportunities for professional development, including obtaining a mutual fund representative license, you can expand your responsibilities and contribute to a supportive team culture. Embrace the chance to grow in a dynamic environment that values inclusivity and employee feedback, and help clients navigate their financial journeys with confidence.

Benefits

Health and Wellness Program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential Banking Services

Community Initiative Opportunities

Virtual Sleep Clinic

Qualifications

• Must hold a college diploma or equivalent.
• Experience in advisory services is essential.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Provide tailored advice for personal retail clients.

Skills

Analytical Skills

Advisory Service Experience

Client Relationship Management

Education

College Diploma (DEC) or Equivalent

Tools

Mutual Fund Representative License

Job description

Banking Advisor - Remote Advisory Centre

Status: Permanent

Schedule: Full-Time

Location: Edmonton, Alberta

Area of Interest: Advisory services, Call centres

A career as a Banking Advisor at the Remote Advisory Centre of 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 our remote clients.

This role offers opportunities for development. By obtaining your mutual fund representative license, 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.

Responsibilities

• Listen to clients’ needs and resolve complex situations.
• Give advice and offer appropriate solutions for personal retail 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

You’ll be part of a team that’s passionate about providing financial advice and building business relationships with clients. Reporting to the manager, you’ll have access to a development path and specific support for your role to help you increase your knowledge of our various solutions and improve your advisory approach.

Prerequisites

• Hold a college diploma (DEC) or equivalent
• Hold a mutual fund representative (MFR) license – If not, you must obtain this license within three months of hiring with a full refund once you have successfully obtained it
• Advisory service experience, inclusive attitude and openness to diversity

Benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Virtual sleep clinic

We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

Inclusivity Commitment

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 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!