Banking Advisor
Top Benefits
About the role
Banking Advisor
Attendance
On-Site
Job number
27202
Category
Professional
Status: Permanent
Schedule: Full-Time
Location: Surrey, British Columbia
A career as a banking advisor in the Surrey Panorama 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.
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
Languages:
English
Skills
Press space or enter keys to toggle section visibility
Brand Ambassadorship
Business Development
Client Education
Driving Results
Finance
Funding
Information Analysis
Insurance
Investments
Mortgage Lending
Personal Banking
Proposal Generation
Readiness
Retirement Planning
Small Business
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!
Why work at National Bank?
For an environment that supports your career path
There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.
For an inclusive and diverse environment
We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.
Banking Advisor
Top Benefits
About the role
Banking Advisor
Attendance
On-Site
Job number
27202
Category
Professional
Status: Permanent
Schedule: Full-Time
Location: Surrey, British Columbia
A career as a banking advisor in the Surrey Panorama 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.
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
Languages:
English
Skills
Press space or enter keys to toggle section visibility
Brand Ambassadorship
Business Development
Client Education
Driving Results
Finance
Funding
Information Analysis
Insurance
Investments
Mortgage Lending
Personal Banking
Proposal Generation
Readiness
Retirement Planning
Small Business
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!
Why work at National Bank?
For an environment that supports your career path
There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.
For an inclusive and diverse environment
We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.