Client-Focused Banking Advisor — Flexible Schedules & Growth

National Bank of Canada; Courtenay; On-site; CAD 52,000 - 78,000; 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 is seeking a Banking Advisor to join our Comox Valley team. You’ll listen to clients’ needs, offer advisory solutions for personal and small business clients, and ensure satisfaction while referring complex cases to specialists.

With a people-first approach, you’ll build lasting relationships and help clients achieve their financial goals. This role provides diverse opportunities, development, and a pathway to more senior positions.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Advisory service experience, inclusive attitude and openness to diversity.

Responsibilities

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

Skills

Brand Ambassadorship

Client Education

Client Engagement

Client-focused

Digital literacy

Driving Results

Empathy

Funding

Insurance

Investments

Learning Agility

Mortgage Lending

Oral Communication

Personal Banking

Proposal Generation

Readiness

Small Business

Solution implementation

Standards Compliance

Succession products and services

Teamwork

Treasury Management

Education

College diploma (DEC) or equivalent

Job description

National Bank of Canada is seeking a Banking Advisor to join our Comox Valley team. You’ll listen to clients’ needs, offer advisory solutions for personal and small business clients, and ensure satisfaction while referring complex cases to specialists.

With a people-first approach, you’ll build lasting relationships and help clients achieve their financial goals. This role provides diverse opportunities, development, and a pathway to more senior positions.