Client-Centric Banking Advisor — Grow with Impact

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 of Canada in Calgary seeks a Senior Banking Advisor to guide clients through complex financial needs, from personal banking to small business solutions, while upholding compliance and risk management. You will collaborate with a team of investment and mortgage specialists and contribute to client satisfaction and branch development.

The role emphasizes mentoring colleagues, ongoing learning, and delivering tailored financial solutions in a people-centric environment.

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 ambassador

Client education

Client engagement

Client-focused

Digital literacy

Driving results

Empathy

Finance

Funding

Information analysis

Insurance

Investments

Learning agility

Mortgage lending

Oral communication

Personal banking

Proposal generation

Readiness

Retirement planning

Small business

Solution implementation

Standards compliance

Succession products and services

Taxations

Teamwork

Treasury management

Education

College diploma (DEC) or equivalent

Job description

National Bank of Canada in Calgary seeks a Senior Banking Advisor to guide clients through complex financial needs, from personal banking to small business solutions, while upholding compliance and risk management. You will collaborate with a team of investment and mortgage specialists and contribute to client satisfaction and branch development.

The role emphasizes mentoring colleagues, ongoing learning, and delivering tailored financial solutions in a people-centric environment.