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Added 12 mins ago
Program Facilitator
Government of Yukon
Whitehorse, YT
Full-time
The Program Facilitator, Youth Achievement Centre, is responsible for developing, implementing and evaluating a variety of programs and services for youth aged 12-18 involved with the Youth…
Added 12 mins ago
Program Facilitator
Government of Yukon
Whitehorse, YT
Full-time
The Program Facilitator, Youth Achievement Centre, is responsible for developing, implementing and evaluating a variety of programs and services for youth involved with the Youth Criminal…
Added 12 mins ago
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Added 12 mins ago
Pharmacist
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Full-time
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Added 12 mins ago
Sales Manager - SGWS Legacy (British Columbia)
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Added 28 mins ago
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Added 28 mins ago
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National Bank of Canada

Banking advisor

Kamloops, BC, Canada

Job type: Full-time
Apply by: Oct 27, 2026
Posting language: English
Posted: Sep 27, 2026

Apply About employer

Applications open in a new tab.

Original job description

Salary Range: 55,200-66,900

Youtube Video

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients.

This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions.

Your job

Listen to clients’ needs and resolve complex situations.

Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs.

Support your clients through the mortgage renewal or renegotiation process.

Ensure client satisfaction and engagement.

Refer your clients to your specialist colleagues for their specific needs.

Ensure adherence to compliance and risk management rules.

Your team

This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.

Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other.

After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

Prerequisites

Hold a High School Diploma or equivalent

Hold a mutual fund representative (MFR) licence – If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it

Advisory service experience, inclusive attitude and openness to diversity

Languages: English
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance, Investments, Learning Agility, Mortgage Lending, Oral Communication, Personal Banking, Proposal Generation, Readiness, Retirement Planning, Small Business, Solution implementation, Standards Compliance, Succession products and services, Taxations, Teamwork, Treasury Management

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 such as:

* 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
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

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More about this job

Responsibilities

Understand clients’ needs and provide advice and tailored solutions for personal and small business banking, investments, financing, insurance, and estate planning. Support mortgage renewals and renegotiations, maintain client satisfaction, refer clients to specialists, and follow compliance and risk management requirements.

Requirements

A high school diploma or equivalent and experience in advisory services are required, along with an inclusive attitude and openness to diversity. Applicants must hold a mutual fund representative licence or obtain it within three months of hiring; English is required.

Skills

Client Engagement
Client Education
Client Focus
Digital Literacy
Empathy
Financial Analysis
Insurance
Investments
Mortgage Lending
Oral Communication
Personal Banking
Proposal Generation
Retirement Planning
Small Business Banking
Compliance
Teamwork

Benefits

Health and Wellness Program
Flexible Group Insurance
Pension Plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential Banking Services
Community Initiatives
Telemedicine Service
Virtual Sleep Clinic

Visa sponsorship

Not detected in the job text

Keywords

Banking Advisor
Personal Banking
Small Business Banking
Mutual Fund Representative Licence
Investment Transactions
Financial Advice
Transaction Services
Investments
Personal Financing
Insurance
Estate Planning
Mortgage Renewal
Mortgage Renegotiation
Client Engagement
Client Education
Advisory Services
Compliance
Risk Management
Retirement Planning
Treasury Management
Succession Planning
Digital Literacy
Information Analysis
Solution Implementation
Branch Banking

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