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Financial Services Professional

2 months ago

Gaspé, Quebec, Canada NBC Full time
About the Role

This is a dynamic role that offers a unique opportunity to work with clients and help them achieve their financial goals. As a Banking Advisor at NBC, you will be responsible for providing personalized banking services to clients, including financial planning, investment advice, and loan management.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
  • Financial Planning: Develop and implement comprehensive financial plans for clients, including investment strategies and risk management.
  • Loan Management: Assist clients with loan applications, including mortgage and personal loans.
  • Financial Education: Provide clients with financial education and guidance to help them make informed decisions about their financial lives.
  • Compliance and Risk Management: Ensure that all financial transactions and activities are in compliance with regulatory requirements and NBC's risk management policies.
Requirements
  • Education: Hold a college diploma (DEC) or equivalent.
  • Experience: Have advisory service experience and an inclusive attitude.
What We Offer
  • Competitive Compensation: A competitive salary and benefits package.
  • Professional Development: Opportunities for professional growth and development, including training and mentorship programs.
  • Collaborative Work Environment: A dynamic and supportive work environment that fosters collaboration and teamwork.