Senior banking advisor

Banque Nationale du Canada; Edmonton; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee assistance program

Preferential banking services

Community involvement programs

Virtual sleep clinic

Job summary

National Bank is seeking a Senior Banking Advisor in Edmonton to provide a people-centered experience for branch clients. You will listen to clients’ needs, offer appropriate solutions for personal and small business banking, and support mortgage renewals while guiding clients through complex financial decisions.

You’ll collaborate with a specialist team, help colleagues grow, ensure compliance, and contribute to a positive, inclusive workplace.

Qualifications

• Advisory service experience and a client-focused approach are required.
• Strong knowledge of personal banking products and services is essential.
• Ability to guide clients through complex financial decisions with empathy.

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

Advisory experience

Personal banking

Client guidance

Mortgage advice

Education

DEC or equivalent

MFR licence

Job description

Area(s) of interest: Advisory services, Personal banking

Location(s): Edmonton

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

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

Skills

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Brand Ambassadorship Client Education Driving Results Finance Funding Information Analysis Insurance Investments Mortgage Lending Personal Banking Proposal Generation Readiness Retirement Planning Small Business Taxations

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
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• 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?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?