More jobs:
Financial Advisory
Job in
Courtenay, BC, Canada
Listed on 2026-06-26
Listing for:
National Bank
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Consultant -
Sales
Banking & Finance
Job Description & How to Apply Below
Advance your career as a Banking Advisor with National Bank, where you'll provide exceptional service and advice to clients. This role is crucial for offering tailored financial solutions to diverse clientele.
As a Banking Advisor, you will analyze clients’ needs, delivering expert guidance on transactions, investments, and more.
Your role will also involve supporting clients through mortgage negotiations while aligning with compliance standards and enhancing satisfaction.
Key Responsibilities:
• Listen to and address client financial queries
• Offer solutions for personal and small-business clients
• Assist clients in mortgage renewal processes
• Ensure comprehensive client satisfaction and engagement
• Refer clients to specialized colleagues as necessary
Requirements:
• Required college diploma (DEC) or equivalent
• Must have or acquire mutual-fund representative licence
• Previous advising experience preferred
• Committed to inclusivity and diversity in service
• Strong analytical and problem-solving abilities
Enhance client experiences through insightful financial advice as a Banking Advisor with National Bank.
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