Banking Advisor

3 weeks ago


Calgary, Alberta, Canada National Bank Full time
Job Summary

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
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide personalized banking solutions and advice to clients, including transaction, investment, and insurance products.
  • Support clients through the mortgage renewal or renegotiation process.
  • Ensure client satisfaction and engagement through proactive communication and issue resolution.
  • Collaborate with colleagues to provide comprehensive financial solutions to clients.
Requirements
  • College diploma (DEC) or equivalent.
  • Mutual fund representative (MFR) licence.
  • Advisory service experience, inclusive attitude, and openness to diversity.
What We Offer
  • Competitive compensation and benefits package.
  • Opportunities for professional development and career advancement.
  • A dynamic and supportive work environment.

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