Banking advisor; On-Site

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.

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.

Job Details

• Job number: 32848
• Category:
  Professional
• Status:
  Permanent
• Schedule:
  
  Full‑time
• Location:
  
  Kelowna
• Salary: $55,200 - $66,900 per year

• 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 clients to specialist colleagues for specific needs.
• Ensure adherence to compliance and risk management rules.

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual fund representative (MFR) licence—minimum 2 years experience.
• Advisory service experience, inclusive attitude and openness to diversity.
• Languages:
  
  English.

• 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.
• Involvement in community initiatives.
• Telemedicine service.
• Virtual sleep clinic.

After gaining the necessary experience in this role as a Banking Advisor, many opportunities for advancement or relocation are available.

We welcome all candidates!