Client-Focused Banking Advisor | Growth & Licensing

National Bank of Canada; Calgary; On-site; CAD 55,000 - 67,000; 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

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Banking Advisor in Calgary to provide a people-centered client experience, guided by strong advisory skills and financial knowledge. You will learn and grow through structured training and on-the-job learning, with opportunities for advancement.

You’ll work with a team of investment, mortgage, and other specialists to meet personal and Small Business client needs while maintaining compliance and risk controls.

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence – If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it.
• 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.
• 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.

Skills

Brand Ambassadorship

Client Education

Client Engagement

Digital literacy

Empathy

Finance

Investments

Oral Communication

Personal Banking

Taxations

Teamwork

Treasury Management

Education

DEC / College diploma

Mutual fund representative (MFR) licence

Job description

National Bank of Canada is seeking a Banking Advisor in Calgary to provide a people-centered client experience, guided by strong advisory skills and financial knowledge. You will learn and grow through structured training and on-the-job learning, with opportunities for advancement.

You’ll work with a team of investment, mortgage, and other specialists to meet personal and Small Business client needs while maintaining compliance and risk controls.