Strategic Personal Banking Advisor

Banque Nationale du Canada; Kamloops; On-site; CAD 42,000 - 64,000; 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 is hiring a Banking Advisor to join a branch team and help clients with personal banking, investments, mortgages and insurance needs. You will listen to clients, offer tailored solutions, and guide them through transactions, renewals, and planning, while collaborating with investment and mortgage experts.

The role emphasizes compliance, client satisfaction, and ongoing development through on-the-job training and internal mobility opportunities.

Qualifications

• Hold a High School Diploma or equivalent.
• Mutual fund representative licence must be obtained within three months of hiring with full refund upon successful licensure.
• 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

Active listening

Client advisory

Mortgage support

Client satisfaction

Compliance risk

Education

High School Diploma or equivalent

Mutual fund licence (MFR)

Job description

National Bank of Canada is hiring a Banking Advisor to join a branch team and help clients with personal banking, investments, mortgages and insurance needs. You will listen to clients, offer tailored solutions, and guide them through transactions, renewals, and planning, while collaborating with investment and mortgage experts.

The role emphasizes compliance, client satisfaction, and ongoing development through on-the-job training and internal mobility opportunities.