Expert Banking Advisor Role at National Bank (Calgary)

Expert Banking Advisor Role at National Bank (Calgary)

31 Jul
|
National Bank of Canada
|
Calgary

31 Jul

National Bank of Canada

Calgary

Become an Expert Banking Advisor at National Bank, focusing on personalized client care and tailored financial solutions. Your expertise will directly benefit clients and colleagues alike.
This position focuses on providing high-level advice and solutions for personal banking and small business clients. You will actively support clients through complex situations involving mortgages, investments, and estate planning. Collaboration with your branch team is essential, as you contribute to their development while ensuring adherence to compliance standards and client satisfaction.
Key Responsibilities:
• Address and resolve intricate client banking issues
• Offer solutions for personal loans and business investments




• Guide clients in mortgage negotiations and renewals
• Assist branch colleagues through shared knowledge
• Uphold compliance and risk management protocols
Requirements:
• College diploma (DEC) or equivalent
• Licensed mutual fund representative (MFR)
• Advisory service experience with an inclusive approach
• Commitment to colleague development and knowledge sharing
• Proficient in client engagement and communication
Join National Bank, where your banking expertise makes a real difference.
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📌 Expert Banking Advisor Role at National Bank (Calgary)
🏢 National Bank of Canada
📍 Calgary

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