National Bank
National Bank

Bank Advisor (On-site)

Salary

Apply with your own terms

Job status
Permanent
Location
National Bank
Courtenay, BC
Workplace
On site
Job description

Join our team as a trusted Bank Advisor in Courtenay, British Columbia. You'll have the opportunity to be a financial partner for clients, assisting with evolving investment and deposit needs. Leverage your portfolio management expertise to positively impact our organization, develop client relationships, and provide innovative financial solutions.

Key Responsibilities

  • Build and maintain profitable client relationships by understanding their unique financial goals.
  • Anticipate client needs to identify opportunities that facilitate their financial success.
  • Analyze market trends and economic changes to advise clients on borrowing and investment decisions.
  • Develop personalized strategies and manage loan portfolios effectively for major client accounts.
  • Share your knowledge of financial products with clients and collaborate actively with your team.

Our Team

Work within an agile, proactive, and collaborative team to seize opportunities and stay at the cutting edge of technology, all while contributing to a flexible work environment. Enjoy personalized training programs to master your skills and explore new expertise areas, supported by tools like the Data Academy and the Harvard Learning Center.

Benefits

We offer a competitive salary along with flexible benefits, wellness programs, retirement plans, stock acquisition programs, and more. Enjoy a dynamic work environment and modern collaboration tools that enhance your experience as an employee.

Share this job

Looking for a rewarding career as a Bank Advisor in Courtenay, BC? Join our team at National Bank to make a positive impact with your financial expertise. Work in a supportive environment with flexible schedules, access to personalized training, and numerous employee benefits including health programs, retirement plans, and more. We emphasize employee well-being and foster a culture of inclusivity and professional growth. ?

Apply for this position

Job offer are open to all, without discrimination and in gender equality.

Throughout the website, gender-specific terms may be used in order to ease the text flow.

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