Personal Banking Advisor — Client Advisory & Growth

Banque Nationale du Canada; Red Deer; On-site; CAD 52,000 - 76,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank of Canada in Red Deer invites applications for a Banking Advisor to deliver client‑focused guidance across personal and small business banking. You’ll listen to client needs, resolve complex situations and provide solutions tailored to transaction, investment, financing and insurance needs.

With opportunities to obtain a mutual fund representative licence, you’ll progressively expand responsibilities, including investments, mortgages and estate planning, while maintaining a strong

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence — if not, obtain this licence within three months of hiring with a full refund once obtained.
• 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

Relationship Building

Financial Analysis

Investment Knowledge

Mortgage Lending

Personal Banking

Tax Planning

Education

College diploma (DEC)

Mutual fund representative licence

Job description

National Bank of Canada in Red Deer invites applications for a Banking Advisor to deliver client‑focused guidance across personal and small business banking. You’ll listen to client needs, resolve complex situations and provide solutions tailored to transaction, investment, financing and insurance needs.

With opportunities to obtain a mutual fund representative licence, you’ll progressively expand responsibilities, including investments, mortgages and estate planning, while maintaining a strong