Banking Advisor

3 weeks ago

Calgary, Alberta, 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 Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking solutions.

Key Responsibilities

  • Listen to clients' needs and resolve complex situations.
  • Provide advice and offer appropriate solutions for clients to meet their transaction, investment, personal financing, and estate planning 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.

About You

We are looking for a candidate with a college diploma (DEC) or equivalent and a mutual fund representative (MFR) licence. You should have advisory service experience, an inclusive attitude, and openness to diversity. You will also need to be proficient in English and French.

What We Offer

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.

About Us

National Bank is 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 peoples' lives. We value partnership, agility, and empowerment, and inclusivity is central to our commitments.

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