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Financial Services Consultant
3 months ago
Area of Interest: Advisory Services, Personal Banking
A position as a Financial Services Consultant at NBC presents a diverse opportunity that empowers you to fulfill your aspirations while positively influencing the lives of your clients and colleagues. You will engage with clients in a personable manner, utilizing your analytical capabilities 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, should you 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 satisfy their transaction, investment, personal financing, tailored insurance, and estate planning needs.
- Assist clients throughout the mortgage renewal or renegotiation journey.
- Ensure client satisfaction and foster engagement.
- Direct clients to specialized colleagues for their unique requirements.
- Maintain compliance with risk management protocols.
Your Team:
The branch operates one evening weekly, with various work schedules available based on team needs. This role reports to the Branch Manager. Daily, you will collaborate with a team of specialists in investment, mortgage financing, and other domains.
Our team cherishes passionate individuals and innovative ideas. We work collaboratively to help our clients achieve their objectives while ensuring our colleagues pursue their passions. We depend on each other to share knowledge and support one another.
After gaining the requisite experience as a Financial Services Consultant, numerous pathways will be open to you. For instance, you could advance within the same position, receive a promotion, or transition to another region or branch. We offer a wealth of career opportunities and promote internal mobility.
Our training initiatives leverage on-the-job learning to aid you in mastering your responsibilities. You will have access to tailored training materials covering topics such as banking solutions and advisory methodologies 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, along with an inclusive mindset and openness to diversity.
- 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
- Financial Acumen
- Humility
In addition to competitive remuneration, upon hiring, you will qualify for a broad spectrum of flexible benefits designed to enhance your well-being and that of your family.
- Health and wellness initiatives, including numerous options
- Flexible group insurance plans
- Generous pension scheme
- Employee Share Ownership Program
- Employee and Family Assistance Services
- Preferential banking offerings
- Opportunities to engage in community initiatives
- Telemedicine services
- Virtual sleep clinic
These are just a few of the benefits available to you. We provide an offer that aligns with current trends and meets the needs of you and your family.
Our dynamic work environments and advanced collaboration tools cultivate a positive employee experience. We actively consider employees' ideas, encouraging regular feedback and ongoing communication through our surveys and programs.
Our Commitment to People:We are a bank that prioritizes human values, 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 barrier-free workplace 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 realize your ambitions with us.