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Edmonton

Remote

CAD 50,000 - 100,000

Full time

14 days+
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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 in Edmonton is seeking a Senior Banking Advisor to deliver a people‑centred experience to branch clients. You’ll listen to client needs, provide tailored solutions across personal and small business banking, and guide clients through mortgage renewals while supporting colleagues across the team.

With a DEC or equivalent and a Mutual Fund Representative licence, you’ll join a collaborative, learning‑oriented environment that emphasizes compliance, client satisfaction and career

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 helping colleagues develop their skills.

Responsibilities

  • Listen to clients’ needs and resolve highly complex situations.
  • Give advice and offer 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

Personal Banking
Investments
Mortgage Lending
Financial Analysis
Client Education
Advisory Services

Education

DEC or equivalent
Mutual Fund Representative licence

Job description

Full-time

Full-time +1

CA$24.00–CA$35.00 hourly

Full-time

CA$50,000.00–CA$100,000.00 yearly

Remote

Full-time

Full-time +1

Full-time

CA$19.25 hourly

Full-time +1

Full-time

Remote

Full-time

CA$48.00–CA$69.00 hourly

Full-time

CA$26.00 hourly

Full-time

Full-time

CA$26.00 hourly

Full-time

Permanent

CA$50,000.00–CA$75,000.00 yearly

Full-time +1

CA$70,000.00–CA$75,000.00 yearly

Full-time +1

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?

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