Banking advisor

1 day ago


Edmonton, Canada National Bank Full time

Attendance On-Site Job number 29416 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time  Full Time / Part Time? Full-Time Posting date 27-Jan-2026 $ 55200 $ 66900 Salary: $ 55200 - $ 66900 per year Area(s) of interest: Advisory services, Personal banking Location(s): Edmonton A career as a 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. Your job 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 A number of work schedules are possible and will vary depending on team availability. 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. After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development. 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   Languages: English Skills Press space or enter keys to toggle section visibility Brand Ambassadorship Business Development Client Education Driving Results Finance Funding Information Analysis Insurance Investments Mortgage Lending Personal Banking Proposal Generation Readiness Retirement Planning Small Business Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.    * 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    These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.    Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.   We're putting people first We're 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. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.     We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?    Come live your ambitions with us Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal


  • Banking Advisor

    6 days ago


    Edmonton, Canada Royal Bank of Canada Full time

    **Job Summary** Banking Advisor Intern **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that...


  • Edmonton, Canada Christian Credit Union Full time

    **Business Banking Advisor - Edmonton** Christian Credit Union is a financial services organization that encourages biblical stewardship with service and advice from experts, while offering modern banking technology and a comprehensive range of financial services solutions. We are principled and benefit our members with competitive financial solutions,...


  • Edmonton, Canada Servus Credit Union Full time

    **Posting Closes**:June 20, 2025 **Employment Status**:Full time-37.5 hours per week **Additional Information**:This location is open Monday to Friday Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed...


  • Edmonton, Canada Scotiabank Full time

    Requisition ID: 228561 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Virtual Business Advisor, Business Banking Virtual Advice - Edmonton** **What you’ll be doing** Our Business Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian...


  • Edmonton, Canada Servus Credit Union Full time

    **Posting Closes**:January 31, 2025 **Employment Status**:Full-time -37.5 hours per week**.** **Additional Information**:This location is open Monday to Friday. Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best...


  • Edmonton, Canada Banque Nationale du Canada Full time

    A leading financial institution in Edmonton is seeking a Banking Advisor to provide personalized banking services for clients. This role allows you to leverage your analytical skills and offers opportunities for career development, including obtaining a mutual fund representative licence. Ideal candidates will have a college diploma and advisory service...


  • Edmonton, Canada Scotiabank Full time

    A leading bank in the Americas is seeking an Advisor to join their team in Alberta. The ideal candidate will manage a portfolio of small business owner relationships, delivering exceptional service and building strong client connections. You should possess excellent business development skills and knowledge of the small business market. This position offers...


  • Edmonton, Canada Scotiabank Full time

    A leading bank in Canada is seeking a Virtual Business Advisor to manage small business relationships in Edmonton. The role requires building strong client relationships and providing comprehensive business advice. Ideal candidates possess strong business banking knowledge and an education in a related field. The company offers a competitive benefits...


  • Edmonton, Canada Innovation Federal Credit Union Full time

    A banking institution in Canada is seeking a Small Business Advisor to foster strong relationships with members and analyze loan applications for creditworthiness. The ideal candidate has over 4 years of experience in small business lending and excellent communication skills. This full-time role is based in Edmonton and offers a competitive salary range of...


  • Edmonton, Canada Innovation Federal Credit Union Full time

    A banking institution in Canada is seeking a Small Business Advisor to foster strong relationships with members and analyze loan applications for creditworthiness. The ideal candidate has over 4 years of experience in small business lending and excellent communication skills. This full-time role is based in Edmonton and offers a competitive salary range of...