More jobs:
Banking Advisor
Job in
Courtenay, BC, Canada
Listed on 2026-07-07
Listing for:
National Bank
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Regulatory Compliance Specialist, Banking & Finance, Banking Operations
Job Description & How to Apply Below
Elevate client experiences at National Bank as a Banking Advisor. This role focuses on analyzing financial needs and guiding clients toward smart financial solutions.
In this advisory position, you will serve both personal and small-business clients, helping them navigate investments, estate planning, and insurance options. Your expertise will also guide clients through mortgages, ensuring compliance and effective risk management in every interaction.
Key Responsibilities:
• Identify and address client financial needs
• Assist with mortgage renewals and negotiations
• Resolve complex client issues efficiently
• Connect clients with specialists for deeper insights
• Ensure compliance with risk-management protocols
Requirements:
• College diploma (DEC) or equivalent required
• Mutual-fund representative licence must be obtained
• Strong advisory service experience needed
• Commitment to inclusive practices and diverse perspectives
• Exceptional communication and analytical skills
Utilize your expertise to enhance client relationships and drive satisfaction as a Banking Advisor at National Bank.
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