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Added 48 mins ago
RM
Clinical Nurse Specialist Navigator
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As a member of an interprofessional team, reporting to the Manager of Patient Flow, the RN Care Coordinator provides patient-centered care, supporting patients transitioning from hospital…
Added 1 hour ago
MD
Financial Management Analyst - Management Analyst 4
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…position supports long-range and ongoing program planning and implementation through financial forecasting, budget development and monitoring, state and federal grant fiscal management,…
Added 1 hour ago
MS
Contracts-Subcontracts Specialist
MDA Space
Sainte-Anne-de-Bellevue, QC
- Full-time
Support the creation, revision, and implementation of policies, processes and tools related to the origination, drafting, negotiation, signing and subsequent administration of complex…
Added 1 hour ago
MS
Senior Finance Manager, Accounting and External Reporting (can be Full Time OR 2 Year contract)
MDA Space
Brampton, ON
- Full-time
As part of the Corporate Finance team, the Senior Finance Manager, Accounting and External Reporting leads all aspects of corporate consolidations process, corporate accounting and external…
Added 1 hour ago
MC
Employment Services Client Success Manager
MCI Careers
Canada
- Full-time
…staffing industry? We’re seeking an experienced Client Success Manager to join our team and lead strategic initiatives that strengthen client relationships, drive revenue, and support…
Added 1 hour ago
TA
Inventory and Component Repair Sr. Manager-FR
Top Aces
Saguenay, QC
- Full-time
The Inventory and Component Repair Sr. Manager (Inv and CR Sr. Manager) is responsible for leading inventory control and internal component repair operations at the Bagotville Repair Shop…
Added 1 hour ago
TA
Human Resources Business Partner-FR
Top Aces
Dorval, QC
- Full-time
Support employee engagement, retention, change management and HR program implementation.
Added 1 hour ago
TA
Senior Human Resources Generalist-FR
Top Aces
Dorval, QC
- Full-time
Contribute to HR projects, process improvements and policy implementation.
Added 1 hour ago
TA
Industry Liaison and Industrial & Technological Benefits (ITB) Manager-FR
Top Aces
Dorval, QC
- Full-time
Industry Liaison And Industrial & Technological Benefits (ITB) Manager
Added 1 hour ago
CO
Education Consultant - Bilingual
College of Nurses of Ontario
Toronto, ON
- Full-time
Leads implementation approaches, develops work plans, identifies risk and mitigation strategies, and improves processes to ensure ongoing effectiveness.
Added 1 hour ago
CO
Education Consultant - T
College of Nurses of Ontario
Toronto, ON
- Full-time
Leads implementation approaches, develops work plans, identifies risk and mitigation strategies, and improves processes to ensure ongoing effectiveness.
Added 1 hour ago
M
Senior Manager, Innovation Development
MNP
Calgary, AB
- Full-time
Make an impact with our Technology - Development team as a Senior Manager, Innovation Development. This diverse team of tech-savvy builders and problem solvers embraces digital…
Added 1 hour ago
M
Manager, U.S. Personal Tax
MNP
Calgary, AB
- Full-time
Make an impact on our Cross Border Individual Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework.…
Added 1 hour ago
DI
Engineering Manager
DBSync Inc
Remote, Canada
- Full-time
- Remote
We are looking for a candidate who will be responsible for working directly with development, support, implementation, and other internal teams as well as external vendors and clients. The…
Added 3 hours ago
CO
Temporary Technical Lead (Housing Accelerator Fund) Up to 18 Months
City of Saint John
Saint John, NB
- Temporary
Under the general supervision of the HAF Project Manager, you will be part of a high-caliber cross functional team leading the E-Permitting Initiative under the City of Saint John Housing…
Added 3 hours ago
KC
HR and Operational Excellence Manager
KAD Consulting Services
Calgary, AB
- Contract
Added 4 hours ago
PH
Indigenous Wellness Liaison
Providence Healthcare
Vancouver, BC
- Full-time
…of advancing culturally safe, identify-affirming care. The implementation of innovative solutions often involves multiple teams and services, and requires coordination and respectful…
Added 5 hours ago
WK
dog kennel manager
Willchris Kennels Ltd
Surrey, BC
- Full-time
Added 6 hours ago
ST
Director of Finance and Administration - $100K-$150K/yr in Curve Lake, ON!
Scout Talent
MB · Manitoba, Canada
- $100,000 to $150,000 CAD / year
- Full-time
…building out your team. You will also lead the selection and implementation of a new Enterprise Resource Planning (ERP)…
Added 6 hours ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
Assist in the implementation and administration of Human Resources systems, programs, and process improvements.
Added 6 hours ago
MC
Program Manager
MatchBox Consulting Group
Calgary, AB
- Contract
MatchBox Consulting Group is currently seeking a Program Manager for a 12 month contract with a client of ours located in Calgary
Added 6 hours ago
W
Principal Managing Partner
Workday
Toronto, ON · Canada, ON, Toronto
- Full-time
…practices; may include Steering Committee participation alongside implementation…
Added 6 hours ago
UO
Manager, Accreditation Pharm D and Graduate Studies
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
Collaboratively responsible for the implementation of systems, structures and processes that assure continuous compliance with accreditation and regulatory standards.
Added 6 hours ago
N
Senior Business Analyst - Broker Dealer
Nasdaq
Toronto, ON
- Full-time
As a Senior Specialist Business Analyst reporting to Product Manager (Broker Dealer), you’ll play a critical role in translating complex regulatory requirements into clear functional…
Added 6 hours ago
B
Mortgage Specialist
BMO
Vaughan, ON
- Full-time
Assists with the implementation of targeted marketing programs, promotions, and other initiatives.

National Bank of Canada

Banking Advisor

Courtenay, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 3, 2026
Posting language: English
Posted: Nov 3, 2026

Original job description

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

The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. 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 college diploma (DEC) 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, Mortgages, Oral Communication, Personal Banking, Proposal Generation, Readiness, Retirement Planning, Small Business Management, 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!

Apply About employer

More about this job

Responsibilities

Advise personal and small business clients on banking transactions, investments, financing, insurance, estate planning, and mortgage renewals or renegotiations. Resolve complex client situations, support client satisfaction, refer clients to specialists, and follow compliance and risk-management requirements.

Requirements

A college diploma (DEC) 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-Focused Service
Digital Literacy
Empathy
Financial Analysis
Insurance
Investment Advice
Mortgage Financing
Personal Banking
Small Business Banking
Retirement Planning
Oral Communication
Proposal Generation
Compliance
Teamwork
Learning Agility

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
Client Advisory
Mutual Fund Representative Licence
Mutual Fund Transactions
Investment Advice
Personal Financing
Mortgage Renewal
Mortgage Renegotiation
Insurance
Estate Planning
Retirement Planning
Client Engagement
Client Education
Financial Analysis
Risk Management
Compliance
Treasury Management
Succession Planning
Branch Banking
Digital Literacy
Advisory Services
Client Satisfaction
English

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