Financial Services Representative
3 weeks ago
We are seeking a highly skilled and motivated Financial Services Representative to join our team at National Bank. As a Financial Services Representative, you will play a key role in supporting our clients with their investment needs and providing exceptional customer service.
Key Responsibilities- Provide expert advice and guidance to clients on investment products and services
- Assist clients with investment transactions and account management
- Develop and maintain strong relationships with clients to understand their financial goals and objectives
- Stay up-to-date with market trends and regulatory changes to provide informed advice to clients
- Collaborate with internal teams to ensure seamless delivery of services to clients
- 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 interest in business development
- Basic investment knowledge
- Experience in administrative support and in processing investment, financing and transaction products
- Proficient with IT tools and comfortable navigating digital tools
- Ability to rigorously manage several requests at the same time
In addition to competitive compensation, we offer a wide range of benefits to help promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.
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Financial Services Representative
4 weeks ago
Sherbrooke, Quebec, Canada National Bank Full timeJob Title: Financial Services RepresentativeJoin National Bank as a Financial Services Representative and take on a challenging role that requires strong analytical and communication skills. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients in their investment activities.Key...
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Financial Services Representative
4 weeks ago
Sherbrooke, Quebec, Canada National Bank Full timeJob Title: Financial Services RepresentativeJoin National Bank as a Financial Services Representative and take on a challenging role that requires strong analytical and communication skills. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients in their investment activities.Key...
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Financial Services Representative
3 weeks ago
Sherbrooke, Quebec, Canada National Bank Full timeJoin Our Team as a Financial Services RepresentativeWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at National Bank. As a key member of our team, you will play a vital role in supporting our Financial Planners in all their administrative investment activities.Your Key Responsibilities:Optimize...
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Financial Services Representative
3 weeks ago
Sherbrooke, Quebec, Canada National Bank Full timeJoin Our Team as a Financial Services RepresentativeWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at National Bank. As a key member of our team, you will play a vital role in supporting our Financial Planners in all their administrative investment activities.Your Key Responsibilities:Optimize...
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Financial Services Representative
4 weeks ago
Sherbrooke, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Representative to join our team at National Bank. As a key member of our team, you will play a critical role in supporting our Financial Planners in all their administrative investment activities, while participating in business development activities with clients.Key...
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Financial Services Representative
4 weeks ago
Sherbrooke, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Representative to join our team at National Bank. As a key member of our team, you will play a critical role in supporting our Financial Planners in all their administrative investment activities, while participating in business development activities with clients.Key...
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Financial Services Representative
4 weeks ago
Sherbrooke, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Representative to join our team at National Bank. As a key member of our team, you will play a critical role in supporting our Financial Planners in all their administrative investment activities, while participating in business development activities with clients.Key...
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Financial Services Representative
4 weeks ago
Sherbrooke, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Representative to join our team at National Bank. As a key member of our team, you will play a critical role in supporting our Financial Planners in all their administrative investment activities, while participating in business development activities with clients.Key...
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Financial Services Representative
4 weeks ago
Sherbrooke, Quebec, Canada National Bank Full timeJob Title: Financial Services RepresentativeJoin National Bank as a Financial Services Representative and take the first step towards a rewarding career in investments. As a key member of our team, you will play a vital role in supporting Financial Planners in their administrative investment activities, while also participating in business development...
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Financial Services Representative
4 weeks ago
Sherbrooke, Quebec, Canada National Bank Full timeJob Title: Financial Services RepresentativeJoin National Bank as a Financial Services Representative and take the first step towards a rewarding career in investments. As a key member of our team, you will play a vital role in supporting Financial Planners in their administrative investment activities, while also participating in business development...
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Financial Services Professional
3 weeks ago
Sherbrooke, Quebec, Canada National Bank Full timeJoin National Bank's Team as a Financial Services RepresentativeA career as a Financial Services Representative in Investments at National Bank offers a unique opportunity to make a positive impact on our clients' financial well-being. In this role, you will work closely with Financial Planners to support their administrative investment activities, while...
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Financial Services Professional
3 weeks ago
Sherbrooke, Quebec, Canada National Bank Full timeJoin National Bank's Team as a Financial Services RepresentativeA career as a Financial Services Representative in Investments at National Bank offers a unique opportunity to make a positive impact on our clients' financial well-being. In this role, you will work closely with Financial Planners to support their administrative investment activities, while...
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Financial Services Advisor
1 month ago
Sherbrooke, Quebec, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Financial Services Advisor to join our dynamic team of wealth management professionals. As a key member of our advisory team, you will play a critical role in providing exceptional client service and support to our sophisticated clientele.Key ResponsibilitiesClient Relationship Management: Develop...
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Financial Services Advisor
1 month ago
Sherbrooke, Quebec, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Financial Services Advisor to join our dynamic team of wealth management professionals. As a key member of our advisory team, you will play a critical role in providing exceptional client service and support to our sophisticated clientele.Key ResponsibilitiesClient Relationship Management: Develop...
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Sun Life Financial Services Representative
1 month ago
Sherbrooke, Quebec, Canada Sun Life Full timeUnlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with a...
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Sun Life Financial Services Representative
1 month ago
Sherbrooke, Quebec, Canada Sun Life Full timeUnlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with a...
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Sun Life Financial Services Representative
1 month ago
Sherbrooke, Quebec, Canada Sun Life Full timeUnlock Your Potential as a Sun Life AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life advisor, you'll have the opportunity to work with a leading insurance company...
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Sun Life Financial Services Representative
3 hours ago
Sherbrooke, Quebec, Canada Sun Life Full timeUnlock your potential as a Sun Life advisor and take control of your financial future.As a Sun Life advisor, you'll have the opportunity to build a successful business, enjoy financial independence, and achieve a better work-life balance.With exceptional training and support, you'll be equipped to provide trusted advice and deliver personalized financial...
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Sun Life Financial Services Representative
1 month ago
Sherbrooke, Quebec, Canada Sun Life Full timeUnlock Your Potential as a Sun Life AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life advisor, you'll have the opportunity to work with a leading insurance company...
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Customer Service Representative
4 hours ago
Sherbrooke, Quebec, Canada Global Excel Management Inc Full timeJob Title: Customer Service Representative - Bilingual AssistanceJob Summary: We are seeking a highly skilled and bilingual customer service representative to join our team at Global Excel Management Inc. As a customer service representative, you will be responsible for providing assistance to customers from around the world during travel-related medical and...