Shape the future of client service as a Senior Banking Advisor at National Bank, delivering customized financial solutions and engaging experiences. Your skills will enrich both client interactions and team dynamics.
As a Senior Banking Advisor, you will leverage your banking acumen to provide comprehensive advice that meets diverse client needs, including personal financing, investments, and estate planning. Supporting colleagues through sharing knowledge is integral, fostering a cooperative team environment while ensuring compliance and client satisfaction is achieved.
Key Responsibilities:
• Analyze and solve complicated client financial needs
• Provide expert advice on personal and small business banking
• Assist clients with mortgage renewals and transitions
• Foster colleague development and contribute to team knowledge
• Ensure adherence to compliance standards and regulations
Requirements:
• Completion of a college diploma (DEC) or equivalent
• Holds a mutual fund representative (MFR) license
• Experience in advisory roles with a focus on diversity
• Passion for knowledge sharing and colleague support
• Strong engagement and oral communication skills
Become a vital part of National Bank’s commitment to client-centered solutions.
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📌 Banking Advisor Senior Position at National Bank (Alberta)
🏢 National Bank of Canada
📍 Alberta
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