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Banking advisor

Date Posted: May 28, 2026
Yearly: C$ - C$
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Job Detail

  • location_on
    Location Winnipeg, Canada
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jun 28, 2026
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Job Description

Overview

As a Banking Advisor at National Bank, you will play a crucial role in providing a people-centric experience for clients while utilizing your analytical skills. This position allows for professional development and offers the opportunity to progress in your career by obtaining a mutual fund representative license and taking on additional responsibilities.

Key responsibilities

  • Listen to clients' needs and resolve complex situations
  • Provide advice and solutions for Personal and Small Business clients
  • Support clients through the mortgage renewal or renegotiation process
  • Ensure client satisfaction and engagement
  • Refer clients to specialist colleagues for specific needs
  • Ensure adherence to compliance and risk management rules

Required skills

  • Banking & Financial Services
  • Customer service
  • Analytical skills
  • Financial advising
  • Risk management
  • Mortgage financing
  • Investment strategies
  • Communication skills
  • Hold a college diploma (DEC) or equivalent
  • Hold a mutual fund representative (MFR) license
  • Advisory service experience

What the company offers

  • Competitive compensation
  • Health and wellness program
  • 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
  • Dynamic work environments and cutting-edge collaboration tools

Skills Required

Company Overview

Peoples National Bank
Illinois, United States of America
2 Current Jobs Openings

National Bank is committed to supporting its employees with a positive work environment that values collaboration and feedback. The bank encourages innovative ideas and fosters a people-first culture. Read More

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