Senior banking advisor

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

A career as a Senior Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. With your expertise in banking, you'll offer a people-centric experience to branch clients and be a resource person for your colleagues.

• 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.

Your team

The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you'll work with a team of experts specializing in investment, mortgage financing, and other areas.

Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other.

After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You'll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

Prerequisites

• 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

Salary Range: 61,800-73,700

A career as a Senior Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. With your expertise in banking, you'll offer a people-centric experience to branch clients and be a resource person for your colleagues.

Your job

• 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.

Your team

The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you'll work with a team of experts specializing in investment, mortgage financing, and other areas.

Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other.

After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You'll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

Prerequisites

• 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

Languages: English
Required skills: Brand Ambassadorship, 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

Your benefits

In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• 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

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates!

What can you bring to our team?

Join us!