Personal Banking Advisor

3 weeks ago


Regina, Canada National Bank of Canada Full time

A career as a Personal 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. You’ll adopt a friendly approach and use your analytical skills in order to offer a people‑centric experience for branch clients. This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions. 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. 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. Prerequisites Hold a college diploma (DEC) or equivalent. Hold a mutual fund representative (MFR) licence – if not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it. Advisory service experience, inclusive attitude and openness to diversity. Benefits 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. Opportunities to get involved in community initiatives. Telemedicine service. Virtual sleep clinic. Additional required languages: English Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Industries Banking Get notified about new Personal Banking Advisor jobs in Regina, Saskatchewan, Canada. #J-18808-Ljbffr



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