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Financial Services Consultant

3 months ago

Gaspé, Quebec, Canada NBC Full time

Area of Interest: Advisory services, Personal banking

A position as a Financial Services Consultant at NBC offers a diverse role that empowers you to fulfill your aspirations while positively influencing the lives of your clients and colleagues. You will adopt a welcoming demeanor and utilize your analytical abilities to provide a client-focused experience for branch patrons.

This position presents avenues for professional growth. By acquiring your mutual fund representative license, if you do not possess it already, you will be able to advance in your position and broaden your responsibilities, particularly by executing mutual fund transactions.

Your Responsibilities:

  • Understand clients' requirements and address intricate situations.
  • Provide guidance and propose suitable solutions for Personal and Small Business clients to fulfill their transaction, investment, personal financing, tailored insurance, and estate planning needs.
  • Assist clients throughout the mortgage renewal or renegotiation process.
  • Ensure client satisfaction and engagement.
  • Refer clients to specialized colleagues for their unique needs.
  • Maintain compliance with risk management regulations.

Your Team:

The branch operates one evening each week. Various work schedules are available and will differ based on team availability. This role reports to the Branch Manager. Daily, you will collaborate with a team of experts in investment, mortgage financing, and other fields.

Our team values enthusiastic individuals and innovative ideas. We work collectively to help our clients achieve their objectives and support each other in pursuing our passions. We depend on our colleagues to share insights and assist one another.

After acquiring the necessary experience in your role as a Financial Services Consultant, numerous opportunities will be accessible to you. For instance, you could progress in the same position, receive a promotion, or transition to another region or branch. We provide various career paths and promote internal mobility.

Our training programs leverage on-the-job learning to help you excel in your role. You will have access to customized training materials on topics such as banking solutions and the advisory approach to support your continuous development. Additionally, you will connect with colleagues who possess a wide array of expertise, experience, and backgrounds to enhance all facets of your growth.

Prerequisites:

  • Possess a college diploma (DEC) or equivalent
  • Experience in advisory services, inclusive mindset, and openness to diversity
Skills
  • Accountability
  • Brand Representation
  • Business Development
  • Client Education
  • Client Engagement
  • Client-focused
  • Communication
  • Customer Relationship Management
  • Digital Literacy
  • Diversity & Inclusion
  • Results-driven
  • Emotional Intelligence
  • Empathy
  • Funding
  • Humility
Your Benefits

In addition to competitive compensation, upon hiring, you will be eligible for a broad range of flexible benefits designed to promote your well-being and that of your family.

  • Health and wellness program with numerous options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to engage in community initiatives
  • Telemedicine services
  • Virtual sleep clinic

These are just a few of the benefits available to you. We offer a package that aligns with current trends and meets the needs of you and your family.

Our dynamic work environments and advanced collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Through our surveys and programs, regular feedback and ongoing communication are encouraged.

Our Commitment to People:

We are a bank that prioritizes human connections, distinguished by our courage, entrepreneurial spirit, and passion for people. Our mission is to create a positive impact on individuals' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We provide a barrier-free workplace accessible to all employees.

We aim for our recruitment process to be fully accessible. If you require accommodations, please inform us during your initial conversations. We welcome all candidates.

What can you contribute to our team?

Come pursue your ambitions with us.