Banking Advisor
Top Benefits
About the role
Attendance On-Site Job number 27904 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 11-Aug-2025 $ 55200 $ 66900 Salary: $ 55200 - $ 66900 per year Area(s) of interest: Advisory services, Personal banking Location(s): Vancouver
A career as a banking advisor in the Vancouver 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 a strong 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 Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
About TieTalent
TieTalent is the career growth platform designed for tech professionals, connecting talents with top companies worldwide.
By joining our community, talents gain access to a complete overview of the job market and exclusive career resources. We offer two ways to find your next opportunity:
✅ Let Job Opportunities Discover You – Create your profile, and our intelligent system matches you with job openings that align with your skills and career goals. Companies apply to you, and you decide which opportunities to explore.
🔍 Explore External Job Listings – Discover a broad range of job openings from multiple sources. Think of TieTalent as the "Kayak" for jobs: we show you opportunities across various platforms, and when you show interest in an external listing, you’ll be redirected to apply directly through the respective site.
For companies, TieTalent provides a smart hiring platform that makes finding top tech talent fast and hassle-free. Our AI-powered system, combined with expert insights, connects businesses with 100K+ vetted professionals in IT, tech, AI, marketing, and sales—helping you hire the right talent quickly and efficiently.
Since launching in October 2018, TieTalent has been trusted by hundreds of thousands of tech professionals and thousands of companies—from innovative startups to leading global enterprises.
👉 Join us and be part of the future of tech recruitment.
📜 Imprint & Terms & Conditions: https://tietalent.com/en/terms-and-conditions
Banking Advisor
Top Benefits
About the role
Attendance On-Site Job number 27904 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 11-Aug-2025 $ 55200 $ 66900 Salary: $ 55200 - $ 66900 per year Area(s) of interest: Advisory services, Personal banking Location(s): Vancouver
A career as a banking advisor in the Vancouver 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 a strong 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 Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
About TieTalent
TieTalent is the career growth platform designed for tech professionals, connecting talents with top companies worldwide.
By joining our community, talents gain access to a complete overview of the job market and exclusive career resources. We offer two ways to find your next opportunity:
✅ Let Job Opportunities Discover You – Create your profile, and our intelligent system matches you with job openings that align with your skills and career goals. Companies apply to you, and you decide which opportunities to explore.
🔍 Explore External Job Listings – Discover a broad range of job openings from multiple sources. Think of TieTalent as the "Kayak" for jobs: we show you opportunities across various platforms, and when you show interest in an external listing, you’ll be redirected to apply directly through the respective site.
For companies, TieTalent provides a smart hiring platform that makes finding top tech talent fast and hassle-free. Our AI-powered system, combined with expert insights, connects businesses with 100K+ vetted professionals in IT, tech, AI, marketing, and sales—helping you hire the right talent quickly and efficiently.
Since launching in October 2018, TieTalent has been trusted by hundreds of thousands of tech professionals and thousands of companies—from innovative startups to leading global enterprises.
👉 Join us and be part of the future of tech recruitment.
📜 Imprint & Terms & Conditions: https://tietalent.com/en/terms-and-conditions