More jobs:
Banking Advisor
Job in
Kelowna, BC, Canada
Listed on 2026-07-08
Listing for:
National Bank of Canada
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Banking & Finance, Financial Sales, Mortgage Loan Originator / Advisor
Job Description & How to Apply Below
Responsibilities
- Give advice and offer appropriate solutions for Personal and Small Business clients to meet transaction, investment, personal financing, made‑to‑measure insurance and estate planning needs.
- Support clients through the mortgage renewal or renegotiation process.
- Ensure adherence to compliance and risk management rules.
- Collaborate with a team of experts specializing in investment, mortgage financing, and other areas.
- Share knowledge and help each other.
- Advisory service experience.
- Inclusive attitude and openness to diversity.
- Languages:
English. - Knowledge or experience in Finance, Information Analysis, Investments, Mortgage Lending, Personal Banking, Retirement Planning.
- Competitive compensation.
- Flexible benefits including adaptable group insurance, generous pension plan, employee and family assistance programme, preferential banking services.
- Involvement in community initiatives and a virtual sleep clinic.
- Regular feedback and ongoing communication are encouraged.
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