Become a trusted Personal Banking Advisor with National Bank and maximize client satisfaction. Use your people-centric approach and advisory skills in a collaborative branch environment.
This role involves providing strategic advice to personal and small business clients, utilizing your expertise in investments, personal finance, insurance, and estate planning. You'll engage with clients directly, ensuring their diverse financial needs are met while working alongside a dynamic team of specialists focused on success and client outcomes.
Key Responsibilities:
• Address client needs and resolve complex situations
• Advise on personal finance, investments, and insurance
• Maintain high levels of client engagement and satisfaction
• Collaborate with specialists for specific client needs
• Comply with risk management and regulatory standards
Requirements:
• College diploma (DEC) or equivalent required
• Advisory service background and inclusive mindset
• Familiarity with financial products and services
• Excellent communication and interpersonal skills
• Ability to work collaboratively in a team workplace
Shape client experiences and advance your career in a supportive setting at National Bank.
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📌 Personal Banking Advisor Role (British Columbia)
🏢 National Bank of Canada
📍 British Columbia
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