Job Description
Job details
Pay
$55,200–$66,+00 a year
Job type
Full-time
Location
Courtenay, BC V+N 3R1•Hybrid work
Benefits
Pulled from the full job description
Employee assistance program
Wellness program
Full job description
A career as a banking advisor in the Courtenay Banking team at National Bank is to act as a trusted financial partner supporting clients through their evolving investment and deposit needs. This job allows you to have a positive impact on our organization through your expertise in portfolio management, client relationship building, and financial solutions.
Your job
Build, grow, and maintain profitable and lasting relationships by understanding clients’ unique financial goals.
Identify and anticipate client needs to uncover opportunities that contribute to their financial success.
Give advice and offer appropriate solutions for clients to meet their transactions, investment, personal financing, made-to-measure insurance and estate planning needs.
Analyze market trends and economic shifts to advise clients on borrowing and investment decisions.
Develop personalized strategies and manage lending portfolios effectively for key client accounts.
Share knowledge of financial products with clients and colleagues, actively participating in team collaboration.
Your team
You will be working with a team of peers in an agile, proactive, and collaborative manner to seize opportunities, stay on the cutting edge of technology, and continuously improve processes. Within the sector (Personal Banking), you are part of a large team and report to branch manager. Our team stands out for its commitment to delivering personalized financial solutions with empathy and integrity. We aim to offer you maximum flexibility to promote your quality of life. This is reflected in a hybrid work environment, as well as a flexible and adaptable schedule.
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning in action, allow you to master your craft and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.
Prerequisites
Hold a university certificate and 3 years of experience; or bachelor’s degree and 2 years of experience in personal banking or financial services.
Experience managing personal investments and deposit portfolios.
Mutual fund license or certification is an asset.
Proven ability to build and maintain client relationships.
Strong knowledge of financial products and lending solutions.
Demonstrated analytical skills and ability to interpret market data.
Mandatory languages
Fluency in English
Soft skills to be added to skills if possible
Client focus and empathy
Lifelong learning mindset
Problem-solving and clear advisement
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
You must create an Indeed account before continuing to the company website to apply
Pay
$55,200–$66,+00 a year
Job type
Full-time
Location
Courtenay, BC V+N 3R1•Hybrid work
Benefits
Pulled from the full job description
Employee assistance program
Wellness program
Full job description
A career as a banking advisor in the Courtenay Banking team at National Bank is to act as a trusted financial partner supporting clients through their evolving investment and deposit needs. This job allows you to have a positive impact on our organization through your expertise in portfolio management, client relationship building, and financial solutions.
Your job
Build, grow, and maintain profitable and lasting relationships by understanding clients’ unique financial goals.
Identify and anticipate client needs to uncover opportunities that contribute to their financial success.
Give advice and offer appropriate solutions for clients to meet their transactions, investment, personal financing, made-to-measure insurance and estate planning needs.
Analyze market trends and economic shifts to advise clients on borrowing and investment decisions.
Develop personalized strategies and manage lending portfolios effectively for key client accounts.
Share knowledge of financial products with clients and colleagues, actively participating in team collaboration.
Your team
You will be working with a team of peers in an agile, proactive, and collaborative manner to seize opportunities, stay on the cutting edge of technology, and continuously improve processes. Within the sector (Personal Banking), you are part of a large team and report to branch manager. Our team stands out for its commitment to delivering personalized financial solutions with empathy and integrity. We aim to offer you maximum flexibility to promote your quality of life. This is reflected in a hybrid work environment, as well as a flexible and adaptable schedule.
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning in action, allow you to master your craft and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.
Prerequisites
Hold a university certificate and 3 years of experience; or bachelor’s degree and 2 years of experience in personal banking or financial services.
Experience managing personal investments and deposit portfolios.
Mutual fund license or certification is an asset.
Proven ability to build and maintain client relationships.
Strong knowledge of financial products and lending solutions.
Demonstrated analytical skills and ability to interpret market data.
Mandatory languages
Fluency in English
Soft skills to be added to skills if possible
Client focus and empathy
Lifelong learning mindset
Problem-solving and clear advisement
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
You must create an Indeed account before continuing to the company website to apply
💡 Quick Summary
Seeking a career-building opportunity? The Banking Advisor position is now open for candidates interested in the Bank Jobs sector. This role in Courtenay offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
