Current jobs related to Financial Services Advisor - Montreal, Quebec - Banque Nationale

  • Financial Services Advisor

    2 months ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    {"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to new and...

  • Financial Services Advisor

    2 months ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    {"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to new and...

  • Financial Services Advisor

    2 months ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    {"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to new and...

  • Financial Services Advisor

    2 months ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    {"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to new and...

  • Financial Services Advisor

    3 weeks ago

    Montreal, Quebec, Canada IA Financial Group Full time

    Job Title: Advisor Support SpecialistJob Summary:The Advisor Support Specialist plays a crucial role in providing exceptional support to investors and advisors. This position requires a strong understanding of financial services and customer service principles, as well as excellent communication and interpersonal skills.Key Responsibilities:Provide timely...

  • Financial Services Advisor

    3 weeks ago

    Montreal, Quebec, Canada IA Financial Group Full time

    Job Title: Advisor Support SpecialistJob Summary:The Advisor Support Specialist plays a crucial role in providing exceptional support to investors and advisors. This position requires a strong understanding of financial services and customer service principles, as well as excellent communication and interpersonal skills.Key Responsibilities:Provide timely...

  • Financial Services Advisor

    4 weeks ago

    Montreal, Quebec, Canada IA Financial Group Full time

    Job Title: Advisor Support SpecialistJob Summary:We are seeking a highly skilled and experienced Advisor Support Specialist to join our team at IA Financial Group. As a key member of our client support team, you will be responsible for providing exceptional support to our clients and advisors, ensuring their needs are met and exceeded.Key...

  • Financial Services Advisor

    4 weeks ago

    Montreal, Quebec, Canada IA Financial Group Full time

    Job Title: Advisor Support SpecialistJob Summary:We are seeking a highly skilled and experienced Advisor Support Specialist to join our team at IA Financial Group. As a key member of our client support team, you will be responsible for providing exceptional support to our clients and advisors, ensuring their needs are met and exceeded.Key...

  • Financial Services Advisor

    1 month ago

    Montreal, Quebec, Canada IA Financial Group Full time

    Job Title: Contract Advisor Support SpecialistJob Summary:The Contract Advisor Support Specialist is responsible for providing support to investors and advisors with various applications, administrative inquiries, and problems. This role requires strong communication and interpersonal skills, as well as the ability to balance competing priorities.Key...

  • Financial Services Advisor

    1 month ago

    Montreal, Quebec, Canada IA Financial Group Full time

    Job Title: Contract Advisor Support SpecialistJob Summary:The Contract Advisor Support Specialist is responsible for providing support to investors and advisors with various applications, administrative inquiries, and problems. This role requires strong communication and interpersonal skills, as well as the ability to balance competing priorities.Key...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Prospr AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Prospr Advisor, you'll play a vital role in delivering holistic Life, Health, and Wealth solutions to new and existing clients.Key Responsibilities:Proactively engage with clients to...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Prospr AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Prospr Advisor, you'll play a vital role in delivering holistic Life, Health, and Wealth solutions to new and existing clients.Key Responsibilities:Proactively engage with clients to...

  • Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly motivated and experienced Financial Advisor to join our team at Sun Life Financial. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and secure their financial futures.About the RoleThis is a full-time position that requires a strong understanding...

  • Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly motivated and experienced Financial Advisor to join our team at Sun Life Financial. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and secure their financial futures.About the RoleThis is a full-time position that requires a strong understanding...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly motivated and experienced Financial Advisor to join our team in Montreal. As a Financial Advisor, you will be responsible for providing holistic Life, Health, and Wealth solutions to new and existing clients.Key Responsibilities:Engage with individual insurance and investment clients over the phone...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly motivated and experienced Financial Advisor to join our team in Montreal. As a Financial Advisor, you will be responsible for providing holistic Life, Health, and Wealth solutions to new and existing clients.Key Responsibilities:Engage with individual insurance and investment clients over the phone...

  • Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Financial AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Advisor, you'll play a vital role in providing holistic Life, Health, and Wealth solutions for new and existing clients.Key Responsibilities:Proactively engage with clients to...

  • Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Financial AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Advisor, you'll play a vital role in providing holistic Life, Health, and Wealth solutions for new and existing clients.Key Responsibilities:Proactively engage with clients to...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Prospr Advisor at Sun Life FinancialAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Prospr Advisor, you'll play a vital role in delivering holistic Life, Health, and Wealth solutions to new and existing clients.As a member of our dynamic team, you'll...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Prospr Advisor at Sun Life FinancialAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Prospr Advisor, you'll play a vital role in delivering holistic Life, Health, and Wealth solutions to new and existing clients.As a member of our dynamic team, you'll...

Financial Services Advisor

2 months ago

Montreal, Quebec, Canada Banque Nationale Full time
About the Role

As a Financial Services Advisor at Banque Nationale, you will play a vital role in providing exceptional client experiences and driving business growth. This dynamic position requires a unique blend of financial expertise, interpersonal skills, and business acumen.

Key Responsibilities
  • Client Acquisition and Retention: Identify and pursue new business opportunities, build strong relationships with existing clients, and develop strategies to retain and grow client portfolios.
  • Financial Solutions: Provide personalized financial advice and solutions to clients, including investment, mortgage, and insurance products.
  • Business Development: Collaborate with colleagues to develop and implement business growth strategies, identify new market opportunities, and stay up-to-date on industry trends.
  • Client Education: Educate clients on various financial products and services, ensuring they make informed decisions about their financial well-being.
  • Team Collaboration: Work closely with colleagues to achieve business objectives, share knowledge, and provide support to ensure seamless client experiences.
Requirements
  • Education: Hold a college diploma or equivalent.
  • Licenses and Certifications: Possess a mutual fund representative license (MFR) or obtain it within three months of hire with full reimbursement upon successful completion.
  • Experience: Proven experience in a financial advisory role, with a strong track record of building client relationships and driving business growth.
What We Offer
  • Competitive Compensation: Attractive salary and bonus structure.
  • Benefits Package: Comprehensive health and wellness program, flexible group insurance, generous retirement plan, share purchase plan, employee and family assistance program, and preferred banking services.
  • Professional Development: Ongoing training and development opportunities to enhance your skills and knowledge.
  • Collaborative Work Environment: Dynamic and inclusive team culture, with opportunities to share knowledge and best practices.
About Banque Nationale

Banque Nationale is a human-sized bank known for its boldness, entrepreneurial culture, and passion for people. We exist to have a positive impact on people's lives, and our core values of solidarity, agility, and empowerment inspire us. Inclusion is at the heart of our commitments, and we strive to create a barrier-free and accessible work environment for all employees.