Financial Services Representative Supporting Our Fp

3 weeks ago

Granby, Canada National Bank of Canada Full time

**Primary Locations**:Granby, Quebec**:
**Attendance**:On-site**:
**Employee Status**:Regular**:
**Schedule**:Full-time**:

- Do you truly care about client relationships?
- Are you motivated by the challenge of playing a key administrative support role and interested in participating in business development with financial planners' clients?
- Are you keen to develop and join a new team that will evolve in an environment that is continuously changing, in order to deliver the expected client experience?

Then this role is for you

On this team, which is focused on creating a positive impact on its clients, your main mandate will be to support financial planners (FPs) in all their administrative investment activities. Your business development talents will help support the financial planner to take advantage of business opportunities and ensure their client retention. You will be based in a branch in order to serve your partners remotely.

This position reports to the Financial Planner Manager.

Your main challenges:

- Optimize interactions with FP clients concerning technical, administrative and operational aspects related to investment transactions, such as taking charge of maturities, corrections, inter-subsidiary/inter-institution transfers and direct support for clients (answer questions)
- Use an advisory approach by detecting opportunities and referring clients to the right specialist. Propose investment transaction solutions when analyzing files or during discussions with clients.
- Follow up thoroughly on client files to make sure activities with a major impact on client loyalty and Bank profitability are carried out efficiently
- Take the initiative to speak with clients and other sectors to solve problems relating to client satisfaction, within the defined timeframes
- Support financial planners in analyzing data and solving complex files that require in-depth knowledge of standards, activities, tools, products and services, and processes
- Ensure compliance with the processes used and the implementation of any new policies and standards established relating to carrying out work
- Do research and analyses and make the necessary corrections to ensure transactions are executed effectively
- The incumbent must be able to identify risks inherent to Personal and Commercial Banking activities
- High school diploma and 3 years of relevant experience or college diploma and 1 year of relevant experience
- Mutual Fund Representative (MFR) license (or obtain certification within 3 months of hiring)
- Experience in customer service and business development
- Experience in administrative support and in processing investment, financing and transaction products
- Experience on a sales force team, an asset
- Interest in business development
- Excellent interpersonal skills and team spirit
- Ability to adapt to various situations
- Basic investment knowledge
- Proficient with IT tools and comfortable navigating digital tools
- Ability to rigorously manage several requests at the same time

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
- Initiatives promoting community involvement
- 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 accommodations, feel free to let us know during your first conversations with us.

Ready to live your ambitions?
- Particular Condition:Please note that the work schedule may vary according to operational needs.

  • Financial Service Representative

    3 weeks ago

    Granby, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Customer Service Representative

    4 weeks ago

    Granby, Canada BMO Financial Group Full time

    399 rue Principale Granby Quebec,J2G 2W7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Financial Services Representative

    3 weeks ago

    Granby, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Service Representative, 20 Hours

    2 weeks ago

    Granby, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Services Coordinator

    1 day ago

    Granby, Quebec, Canada Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team. As a critical member of the branch team, you will work closely with financial advisors to deliver exceptional personalized service to clients.Key Responsibilities:Develop and deepen client relationships to achieve long-term financial goalsIdentify...

  • Customer Service Representative

    2 weeks ago

    Granby, Canada Bureau en Gros Full time

    : 1224647 **Who we are** Staples Canada is on a journey to become the Working and Learning Company. We are dynamic, inspiring partners to our customers and the communities in which we live. At Staples, we inspire people to work smarter, learn more and grow every day. We look for people who are curious, approachable and passionate, and who enjoy finding...

  • Customer Service Representative

    2 weeks ago

    Granby, Canada Bureau en Gros Full time

    : 1213557 **Who we are** Staples Canada is on a journey to become the Working and Learning Company. We are dynamic, inspiring partners to our customers and the communities in which we live. At Staples, we inspire people to work smarter, learn more and grow every day. We look for people who are curious, approachable and passionate, and who enjoy finding...

  • Financial Solutions Consultant

    3 days ago

    Granby, Quebec, Canada Fairstone Bank Full time

    We are seeking a talented and compassionate individual to join our team as a Financial Solutions Consultant.In this role, you will provide exceptional customer service and support to customers and prospective customers on the phone and in person.Your responsibilities will include:Gathering loan information to meet the needs of our clients.Selling our loan...

  • Assistant Route Service Sales Representative

    4 weeks ago

    Granby, Canada Cintas Full time

    **Requisition Number**: 174265 Cintas is seeking an Assistant Route Service Sales Representative (4-Day Workweek). Responsibilities include providing route service to a set customer base, through the pick-up and delivery of uniforms and facility services products such as floor mats, dust mops, air fresheners, soaps, restroom paper supplies and other...

  • Hybrid Inside Sales Representative

    2 weeks ago

    Granby, Canada Coroplast Full time

    **Coroplast® is North America’s market share leader and largest manufacturer of corrugated plastic sheet for signs and re-usable packaging.** **Job Offer: Inside Sales Representative (English is a must)** We are thrilled to announce a fantastic opportunity for an enthusiastic and goal-driven individual to join our team as an Inside Sales Representative....

  • Administration Assistant

    2 weeks ago

    Granby, Canada BMO Financial Group Full time

    399 Rue Principale, 2nd Flr Granby Quebec,J2G 2W7 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Coordinates marketing activities on behalf of the advisory team, including website, social media...

  • Représentant(E) Des Services Techniques en Magasin

    4 weeks ago

    Granby, Canada Best Buy Full time

    Are you passionate about working with people and technology? We are hiring immediately for a Store Technical Service Representative, which we call an In Store Service Agent 1. In this role, you will provide technical support to customers by understanding their needs and creating solutions. Join us and grow your career with our retail team as a Store...

  • Senior Financial analyst

    1 week ago

    Granby, Quebec, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at each stage of your career. Good morning, I am Romane, Recruitment and Business Development Advisor at Fed Finance,...

  • Senior Financial analyst

    1 week ago

    Granby, Quebec, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at each stage of your career. Good morning, I am Romane, Recruitment and Business Development Advisor at Fed...

  • Spécialiste Principal en Services Financiers

    1 week ago

    Granby, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin...

  • Sales Representative

    4 weeks ago

    Granby, Quebec, Canada TKM Canada Full time

    This position is responsible for maximizing sales of TKM products using technical, industry, and customer-level knowledge to influence customers and assist them in applying our products to their needs.Your responsibilities:Direct sales through maintaining and developing relationships with existing customersVisiting potential customers to prospect for new...

  • Senior Financial analyst

    2 weeks ago

    Granby, Quebec, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at each stage of your career. Good morning, I am Romane, Recruitment and Business Development Advisor at Fed Finance,...

  • Customer Service Representative

    5 days ago

    Saint-Alphonse-de-Granby, Canada FedEx Group Full time

    At FedEx Group, we are committed to providing exceptional customer service and ensuring that our customers receive their packages on time. As a Customer Service Representative, you will be the face of our company, interacting with customers and resolving any issues they may have.The job requires excellent communication skills, both verbal and written, as...

  • Personal Banker

    2 weeks ago

    Granby, Canada BMO Financial Group Full time

    399 rue Principale Granby Quebec,J2G 2W7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banker Associate

    2 weeks ago

    Granby, Canada BMO Financial Group Full time

    399 rue Principale Granby Quebec,J2G 2W7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...