Elevate your career with National Bank as a Banking Advisor, specializing in client engagement and financial solutions. Your analytical skills will help create impactful relationships with clients in this diverse and rewarding role.
As a Banking Advisor, engage with Personal and Small Business clients, providing them with personalized advice that meets their transaction, investment, and insurance needs. Develop your career by obtaining a mutual fund representative licence, crucial for enhancing your advisory services. You’ll work closely with specialists to ensure clients achieve their financial goals, enhancing both satisfaction and retention.
Key Responsibilities:
• Analyze client needs and resolve their complex financial situations
• Deliver tailored solutions for personal financing and investments




• Assist clients with mortgage renewals and negotiations
• Maintain adherence to compliance and risk protocols
• Refer clients to specialists as necessary
Requirements:
• Hold a college diploma (DEC) or equivalent
• Minimum 2 years experience with a mutual fund representative licence
• Proven advisory experience and inclusive attitude
• Digital literacy with robust client engagement skills
• Team-oriented, empathetic, and results-driven
Engage deeply with clients and grow professionally as a Banking Advisor at National Bank.
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📌 Client Focused Banking Advisor Role Kelowna
🏢 National Bank of Canada
📍 Kelowna