Banking Advisor

4 weeks ago


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

As a Banking Advisor at National Bank, you will play a vital role in delivering exceptional client experiences and providing personalized financial solutions. This dynamic role requires a strong analytical mindset, excellent communication skills, and a passion for building long-term relationships with clients.

Key Responsibilities
  • Provide expert advice and guidance to clients on personal and small business financial matters, including transaction, investment, and insurance needs.
  • Support clients through the mortgage renewal or renegotiation process, ensuring seamless transitions and optimal outcomes.
  • Collaborate with colleagues to identify and address client needs, fostering a culture of teamwork and mutual support.
  • Stay up-to-date on industry trends, regulatory requirements, and product offerings to provide informed advice and recommendations.
  • Contribute to the development of new business opportunities and revenue growth through proactive outreach and relationship-building.
Requirements
  • Hold a college diploma (DEC) or equivalent.
  • Obtain a mutual fund representative (MFR) licence within three months of hiring, with a full refund upon successful completion.
  • Bring a strong advisory service background, inclusive attitude, and openness to diversity.
What We Offer

National Bank is committed to providing a supportive and inclusive work environment that fosters growth, development, and well-being. As a Banking Advisor, you will enjoy a competitive compensation package, comprehensive benefits, and opportunities for professional advancement.

Join Our Team

At National Bank, we value passion, creativity, and a commitment to excellence. If you are a motivated and results-driven professional looking to make a meaningful impact, we encourage you to apply for this exciting opportunity.


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