32 Banking jobs in Vancouver

Banking Associate, Private Banking 1859 (On-Site)

Vancouver, British Columbia National Bank

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Job Description

permanent
Attendance On-Site Job number 26689 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 02-Jun-2025 Location: Vancouver, British Columbia City Vancouver Province/State British Columbia Area of Interest: Wealth management

Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning.

Private Banking 1859 is part of National Bank of Canada – an award-winning employer, headquartered in Montreal with over 21,000 employees.

We are looking for a professional candidate dedicated to the highest standards of customer service to join our team.

This position reports to the Manager of Client Services, Private Banking 1859.

Your Job:

  • Support the Senior Private Banker/Vice President by providing various administrative as well as customer service tasks assigned by the manager.
  • Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client.
  • Optimize customer interventions and identify sales opportunities.
  • Open commercial and personal accounts and perform various transactions on behalf of clients.
  • Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files.
  • Actively participate in bringing operational efficiency and necessary improvement to processes.
  • Identify all risks inherent to the Wealth Management sector's activities.
  • Provide clients with products or services that can meet their needs.
  • Perform preliminary analysis, compilation, verification, and indexation of the financial information and tax structures required to process customer financing requests, in accordance with standards established by the credit center.
  • Ensure adherence to deadlines (loans, investments, interest income).
  • Establish and maintain effective communication with the various stakeholders involved in the files.
  • Work closely with affluent and influential clientele while displaying a high degree of poise and professionalism.
  • Work independently in a dynamic work environment through strong administration, organizational, planning, and time management skills.
  • Your Team:

    To effectively serve this distinctive clientele in a high-potential market, you are part of a passionate, committed, and dedicated team. You work closely with members of the sector and report to the Manager of Client Services, Private Banking 1859.

    We aim to offer you maximum flexibility in your work to support your quality of life. This includes hybrid work arrangements (both in-office and remote), flexible scheduling to balance professional and personal life, and flexible time off during moments that matter.

    Requirements:

  • A completed three-year college diploma or equivalent academic background related to the field of activity, along with three years of relevant experience.
  • Canadian Investment Funds Course (CIFC), preferred.
  • Experience in personal and/or commercial credit.
  • Knowledge of banking, investment, and financing products.
  • Languages: English

    Skills

    Press space or enter keys to toggle section visibility

    Communication Driving Results Teamwork Accountability Client-focused Empathy Initiative Humility 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
    This advertiser has chosen not to accept applicants from your region.

    Banking Associate, Private Banking 1859 (On-Site)

    Vancouver, British Columbia NATIONAL BANK OF CANADA

    Posted today

    Job Viewed

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    Job Description

    permanent
    Attendance On-Site Job number 26689 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 02-Jun-2025 Location: Vancouver, British Columbia City Vancouver Province/State British Columbia Area of Interest: Wealth management

    Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning.

    Private Banking 1859 is part of National Bank of Canada – an award-winning employer, headquartered in Montreal with over 21,000 employees.

    We are looking for a professional candidate dedicated to the highest standards of customer service to join our team.

    This position reports to the Manager of Client Services, Private Banking 1859.

    Your Job:

  • Support the Senior Private Banker/Vice President by providing various administrative as well as customer service tasks assigned by the manager.
  • Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client.
  • Optimize customer interventions and identify sales opportunities.
  • Open commercial and personal accounts and perform various transactions on behalf of clients.
  • Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files.
  • Actively participate in bringing operational efficiency and necessary improvement to processes.
  • Identify all risks inherent to the Wealth Management sector's activities.
  • Provide clients with products or services that can meet their needs.
  • Perform preliminary analysis, compilation, verification, and indexation of the financial information and tax structures required to process customer financing requests, in accordance with standards established by the credit center.
  • Ensure adherence to deadlines (loans, investments, interest income).
  • Establish and maintain effective communication with the various stakeholders involved in the files.
  • Work closely with affluent and influential clientele while displaying a high degree of poise and professionalism.
  • Work independently in a dynamic work environment through strong administration, organizational, planning, and time management skills.
  • Your Team:

    To effectively serve this distinctive clientele in a high-potential market, you are part of a passionate, committed, and dedicated team. You work closely with members of the sector and report to the Manager of Client Services, Private Banking 1859.

    We aim to offer you maximum flexibility in your work to support your quality of life. This includes hybrid work arrangements (both in-office and remote), flexible scheduling to balance professional and personal life, and flexible time off during moments that matter.

    Requirements:

  • A completed three-year college diploma or equivalent academic background related to the field of activity, along with three years of relevant experience.
  • Canadian Investment Funds Course (CIFC), preferred.
  • Experience in personal and/or commercial credit.
  • Knowledge of banking, investment, and financing products.
  • Languages: English

    Skills

    Press space or enter keys to toggle section visibility

    Communication Driving Results Teamwork Accountability Client-focused Empathy Initiative Humility 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
    This advertiser has chosen not to accept applicants from your region.

    Investment Banking Associate

    Vancouver, British Columbia ComCap Holdings LLC

    Posted today

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    Job Description

    Job Description

    Job Description

    Salary:

    We are seeking an experienced Investment Banking Associate to join our growing organization for an immediate start. This is a remote position based in North America. You will be working with internet, software, and disruptive consumer companies to execute mergers, acquisitions, and financing assignments.


    Qualifications:

    • Bachelors degree in Business, Economics, or Finance with a 3.5 GPA or above.
    • At least four years of experience in investment banking, management consulting, or Big 4 transaction services. (Must have already completed your degree and graduated.)
    • Previous M&A or past internship experience
    • Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses and perform valuation analyses
    • People and project management skills appropriate to the level
    • Good financial modeling experience in Excel, basic or better PowerPoint skills
    • Self-driven, detail-oriented, ability to produce large amounts of high-quality work products in a short period of time
    • Passion for finance, investment banking, and e-commerce

    remote work

    This advertiser has chosen not to accept applicants from your region.

    Director, Commercial Banking (Hybrid)

    Vancouver, British Columbia NATIONAL BANK OF CANADA

    Posted today

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    Job Description

    permanent
    Attendance Hybrid Job number 27276 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 02-Jul-2025 Location: Vancouver, British Columbia City Vancouver Province/State British Columbia Area of Interest: Advisory services, Commercial banking

    A career as Director, Commercial Banking at National Bank means acting as a strategic partner for a diverse commercial clientele. This position allows you to have a positive impact thanks to your expertise in business development, personal leadership and your ability to offer customised financial solutions to large-scale commercial clients.

    As we transition from Canadian Western Bank (CWB) to National Bank of Canada (NBC), we’re looking for talented individuals to join us on this exciting journey. While you’ll begin your role at a CWB location, you’ll be part of a forward-thinking team preparing for a seamless move to NBC.

    This is more than a job—it’s an opportunity to grow, connect, and help shape the future of banking in Canada.

    Your role:

  • Identify and develop business opportunities in your market, increase your commercial client base, and establish business development strategies
  • Help your clients attain their business objectives by proposing financial strategies based on the most suitable combination of Bank products and services
  • Meet clients' changing needs by adapting and optimizing financial products and advice/approaches
  • Negotiate the terms and conditions of agreements with clients, while making sure that they meet risk management standards and profitability criteria
  • Draw up business development plans
  • Assist the Regional Deputy in reaching objectives
  • Work with the Manager – Financing Solutions
  • Actively participate to various networking activities (cocktails, conferences, etc.)
  • Work in synergie with all the other departments of the Bank
  • Your team:

    Working in the Commercial Banking and Private Banking 1859 sector, you will join a team of professionals that supports business clients. You will also be surrounded by an ecosystem of specialists, like financing solutions managers, who will help you offer the solutions that best suit our clients’ needs.

    Reporting to Regional Deputy, you will manage a portfolio of clients covering the Vancouver region.

    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:

  • Based on your academic background, at least 5 to 9 years' experience in sales and business development within the financial industry:
  • University certificate and 9 years' experience
  • Bachelor's degree and 7 years' experience
  • Master's degree and 5 years' experience
  • Experience in sales and business development
  • Experience in analysis of financial statements
  • Experience in structuring and managing commercial credit for medium and large companies
  • Network of professional contacts among local medium-sized enterprises and large companies in downtown/Metro Vancouver, an asset
  • Languages: English

    Skills

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    Commercial Banking Communication Diversity & Inclusion Driving Results Emotional Intelligence Teamwork Accountability Client-focused Empathy Initiative Learning Agility Resiliency Humility 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
    This advertiser has chosen not to accept applicants from your region.

    Banking advisor (On-Site)

    Vancouver, British Columbia NATIONAL BANK OF CANADA

    Posted today

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    Job Description

    permanent
    Attendance On-Site Job number 27515 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 14-Jul-2025 $ 49000 $60700 Salary:  $ 49000 - 60700 per year Location: Vancouver, British Columbia City Vancouver Province/State British Columbia Area of Interest: Advisory services, Personal banking

    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.
  • 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

    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
  • Advisory service experience, inclusive attitude and openness to diversity
  • Languages: English

    Skills

    Press space or enter keys to toggle section visibility

    Brand Ambassadorship Business Development Client Education Driving Results Funding Insurance Investments Mortgage Lending Personal Banking Proposal Generation Readiness Small Business Teamwork Treasury Management Client Engagement 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
    This advertiser has chosen not to accept applicants from your region.

    Banking Advisor (On-Site)

    Richmond, British Columbia NATIONAL BANK OF CANADA

    Posted today

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    Job Description

    permanent
    Attendance On-Site Job number 24205 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 10-Jan-2025 Location: Richmond, British Columbia City Richmond Province/State British Columbia Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a versatile and 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, listen actively and offer a people-centric experience for branch clients. Your job:
  • Greet clients and answer questions.
  • Help clients use our banking applications and ABMs.
  • Listen to clients’ needs and resolve situations that may be complex.
  • Give advice and offer transaction solutions for Personal Banking clients.
  • Demonstrate the ability to build lasting business relationships.
  • 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 per week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit, mortgage financing and more. 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
  • Customer service experience, inclusive attitude and openness to diversity
  • Positive attitude and empathy for clients
  • Interest in technology and skilled in sharing knowledge
  • Ability to adapt to different situations
  • Languages: English

    Skills

    Press space or enter keys to toggle section visibility

    Brand Ambassadorship Business Development Driving Results Emotional Intelligence Teamwork Accountability Client-focused Detail-oriented Digital literacy Empathy Learning Agility Oral Communication Humility 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
    This advertiser has chosen not to accept applicants from your region.

    Banking Advisor (On-Site)

    Surrey, British Columbia NATIONAL BANK OF CANADA

    Posted today

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    Job Description

    permanent
    Attendance On-Site Job number 27432 Category Professional Status: Permanent City Surrey State British Columbia Type of Contract Permanent Country Canada Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 09-Jul-2025 $ 55200 $66900 Salary:  $ 55200 - 66900 per year Location: Surrey, British Columbia City Surrey Province/State British Columbia Area of Interest: Advisory services, Personal banking

    A career as a banking advisor in the Surrey Strawberry Hills 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
    This advertiser has chosen not to accept applicants from your region.
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    Banking Advisor (On-Site)

    Richmond, British Columbia NATIONAL BANK OF CANADA

    Posted today

    Job Viewed

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    Job Description

    permanent
    Attendance On-Site Job number 27231 Category Professional Status: Permanent City Richmond State British Columbia Type of Contract Permanent Country Canada Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 24-Jun-2025 Salary: - per year Location: Richmond, British Columbia City Richmond Province/State British Columbia Area of Interest: Advisory services, Personal banking

    A career as a banking advisor  in the Richmond 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 an 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
    This advertiser has chosen not to accept applicants from your region.

    Banking Advisor (On-Site)

    Vancouver, British Columbia NATIONAL BANK OF CANADA

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    permanent
    Attendance On-Site Job number 26617 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 16-May-2025 Location: Vancouver, British Columbia City Vancouver Province/State British Columbia Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a versatile and 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, listen actively and offer a people-centric experience for branch clients. Your job:
  • Greet clients and answer questions.
  • Help clients use our banking applications and ABMs.
  • Listen to clients’ needs and resolve situations that may be complex.
  • Give advice and offer transaction solutions for Personal Banking clients.
  • Demonstrate the ability to build lasting business relationships.
  • 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 per week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit, mortgage financing and more. 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
  • Customer service experience, inclusive attitude and openness to diversity
  • Positive attitude and empathy for clients
  • Interest in technology and skilled in sharing knowledge
  • Ability to adapt to different situations
  • Languages: English

    Skills

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    Brand Ambassadorship Business Development Driving Results Teamwork Client-focused Detail-oriented Digital literacy Empathy Learning Agility Oral Communication 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
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