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Banking Advisor
Job in
Lethbridge, Alberta, N1J, Canada
Listed on 2026-07-09
Listing for:
National Bank
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
As a Banking Advisor at National Bank, you will embark on an evolving career path where your responsibilities and compensation grow with your experience.
In this role you will:
- Listen to client needs, ask the right questions, and handle a variety of situations, including complex cases.
- Advise individuals and small businesses by offering tailored solutions, including day‑to‑day transactions, personal financing, investments, customized insurance coverage, and simple estate planning needs.
- Support clients through the mortgage renewal or renegotiation process.
- Provide a consistent, personalized and satisfying experience for every interaction.
- Refer clients to the appropriate specialists (investments, mortgage, insurance) to ensure they receive the best possible service.
- Follow compliance, security and risk management rules in all activities.
This posting covers multiple levels of Banking Advisor positions. Compensation is based on the level of the position and experience, and includes a competitive base salary, annual increases, a bonus, and a comprehensive benefits package.
Qualifications- Having or obtaining a mutual fund licence (MFR) is essential for higher levels.
- College diploma (DEC) or equivalent.
- Advisory service experience, inclusive attitude, and openness to diversity.
- Health and wellness program with many options.
- Versatile 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.
We welcome all candidates!
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