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National Bank Banking Advisor Role

Hospitality Full Benefits Career Growth
Company

National Bank of Canada

Location

kelowna, Canada

Posted

June 12, 2026

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About This Opportunity

Start your journey as a Banking Advisor with National Bank, focusing on client satisfaction and providing expert financial solutions. Develop your career in a supportive team environment with various schedules available.
As a Banking Advisor, you’ll utilize your analytical skills to create a people-centric experience for clients in both personal and small businesses. You'll resolve complex issues, offer tailored advice, and support clients through mortgage renewals. This role emphasizes continued learning through personalized training and collaboration with other experts.
Key Responsibilities:
• Listen attentively to clients and resolve issues
• Advise on personal financing and investment solutions
• Support clients in mortgage renewal processes
• Uphold compliance and risk management practices
• Refer clients to specialists as needed
Requirements:
• College diploma (DEC) or equivalent
• Mutual fund representative license, with 2 years' experience
• Exp...