Banking Advisor

3 weeks ago


Vancouver, British Columbia, Canada National Bank Full time
About the Role

We are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a key member of our branch team, you will be responsible for providing exceptional service to our clients, building strong relationships, and helping them achieve their financial goals.

Key Responsibilities
  • Listen to clients' needs and provide personalized advice and solutions to meet their financial needs
  • Support clients through the mortgage renewal or renegotiation process
  • Ensure client satisfaction and engagement
  • Refer clients to specialist colleagues for their specific needs
  • Ensure adherence to compliance and risk management rules
Requirements
  • Hold a college diploma (DEC) or equivalent
  • Hold a mutual fund representative (MFR) licence
  • Advisory service experience and an inclusive attitude
  • Strong communication and interpersonal skills
What We Offer

As a Banking Advisor at National Bank, you will have the opportunity to work in a dynamic and supportive team environment, with access to ongoing training and development opportunities. You will also be eligible for a comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan.

Why Join Us?

At National Bank, we are committed to creating a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us to deliver exceptional service and support to our clients and employees. We are an inclusive and barrier-free workplace, and we welcome candidates from diverse backgrounds and experiences.


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