Client-Centric Banking Advisor for Personal Banking

National Bank of Canada; Calgary; On-site; CAD 62,000 - 74,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank is seeking a Senior Banking Advisor to deliver a people-centric experience to branch clients and serve as a resource for colleagues. You’ll listen to needs, resolve complex situations, and contribute to client satisfaction.

In this role you’ll advise Personal and Small Business clients on transactions, mortgages, financing, insurance, and estate planning while ensuring compliance and risk management. You’ll also support branch teams and participate in their development.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence.
• Advisory service experience, inclusive attitude and openness to diversity.
• Comfortable sharing knowledge and interest in helping colleagues develop their skills.

Responsibilities

• Listen to clients’ needs and resolve highly complex situations.
• Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, mortgage renewal, made-to-measure insurance and complex estate planning needs.
• Support your clients through the mortgage renewal or renegotiation process.
• Participate in the development of your branch colleagues.
• Ensure client satisfaction and engagement, and serve as a point of reference.
• Ensure adherence to compliance and risk management rules.

Skills

Brand Ambassadorship

Client Education

Client Engagement

Digital literacy

Empathy

Mortgage Lending

Personal Banking

Oral Communication

Investments

Finance

Teamwork

Readiness

Education

College Diploma (DEC)

Mutual Fund Licence (MFR)

Tools

None

Job description

National Bank is seeking a Senior Banking Advisor to deliver a people-centric experience to branch clients and serve as a resource for colleagues. You’ll listen to needs, resolve complex situations, and contribute to client satisfaction.

In this role you’ll advise Personal and Small Business clients on transactions, mortgages, financing, insurance, and estate planning while ensuring compliance and risk management. You’ll also support branch teams and participate in their development.