Financial Services Consultant

1 month ago

Gaspé, Quebec, Canada NBC Full time

Area of Interest: Advisory Services, Personal Banking

A position as a Financial Services Consultant at NBC presents a diverse opportunity that enables you to pursue your aspirations while positively influencing the lives of your clients and colleagues. You will engage with clients in a personable manner, utilizing your analytical abilities to deliver a client-focused experience for those visiting the branch.

This role provides avenues for professional growth. By acquiring your mutual fund representative license, if you do not possess it already, you will enhance your role and broaden your responsibilities, particularly in 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, customized insurance, and estate planning needs.
  • Assist clients throughout the mortgage renewal or renegotiation journey.
  • Ensure client satisfaction and engagement.
  • Connect clients with specialized colleagues for their specific requirements.
  • Maintain compliance with risk management regulations.

Your Team:

The branch operates one evening each week, with various work schedules available based on team capacity. This position reports to the Branch Manager. Daily, you will collaborate with a team of specialists in investment, mortgage financing, and other domains.

Our team values enthusiastic individuals and innovative ideas. We work collaboratively to help our clients achieve their objectives while allowing colleagues to pursue their passions. We depend on our teammates to share insights and support one another.

After gaining experience as a Financial Services Consultant, numerous pathways will be open to you. For instance, you could advance within the same role, receive a promotion, or transition to another region or branch. We provide ample career opportunities and encourage internal mobility.

Our training programs incorporate on-the-job learning to help you excel in your position. You will have access to tailored training materials on topics such as banking solutions and advisory techniques to support your continuous development. Additionally, you will connect with colleagues possessing diverse expertise, experience, and backgrounds to enrich all facets of your growth.

Prerequisites:

  • Possess a college diploma (DEC) or equivalent.
  • Experience in advisory services, with an inclusive mindset and openness to diversity.
Skills:
  • Accountability
  • Brand Representation
  • Business Development
  • Client Education
  • Client Engagement
  • Client-Centric Approach
  • Effective Communication
  • Customer Relationship Management
  • Digital Proficiency
  • Diversity & Inclusion
  • Results-Driven
  • Emotional Intelligence
  • Empathy
  • Funding Knowledge
  • Humility
Your Benefits:

In addition to competitive remuneration, upon hiring, you will qualify for a broad range of flexible benefits aimed at promoting your well-being and that of your family.

  • Health and wellness initiatives, including various options
  • Flexible group insurance plans
  • Generous pension scheme
  • Employee Share Ownership Program
  • Employee and Family Assistance Services
  • Preferential banking options
  • 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 seek employee feedback and encourage ongoing communication.

Our Commitment to People:

We are a bank that prioritizes human connection, distinguished by our courage, entrepreneurial spirit, and dedication to people. Our mission is to create a positive impact on individuals' lives. Our core values of partnership, agility, and empowerment guide us, with inclusivity being central to our commitments. We strive to maintain a workplace that is accessible to all employees.

We aim for our recruitment process to be fully inclusive. 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.

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