Financial Services Consultant

4 weeks ago


Québec, Quebec, Canada Banque Nationale Full time

Job Title: Financial Services Consultant

Company: National Bank

Embarking on a journey as a Financial Services Consultant at National Bank empowers you to make a meaningful difference in the lives of clients. In this position, you will assist financial advisors in their investment strategies and play a vital role in fostering business growth.

Job Responsibilities:

  • Assist clients with the technical, administrative, and operational facets of investment operations
  • Deliver advisory services by pinpointing opportunities and directing clients to the suitable expert
  • Provide investment transaction solutions during client evaluations as necessary
  • Support financial advisors in data interpretation and complex problem-solving
  • Ensure adherence to established processes and implement new protocols
  • Comply with regulatory standards and risk management practices

Qualifications:

  • High school diploma with 3 years of relevant experience or a college diploma with 1 year of relevant experience
  • Financial Securities Representative (FSR) designation, or obtain within 3 months of employment
  • Experience in customer service and a keen interest in business development
  • Fundamental understanding of investment principles
  • Background in administrative support and handling investment products
  • Proficiency in digital tools and technology navigation
  • Capability to manage multiple inquiries with diligence

Core Competencies:

Adaptability, Client-oriented, Communication skills, Commitment to diversity and inclusion, Empathy, Proactivity, Emotional intelligence, Focus on results, Resilience, Accountability, Team collaboration

Employee Benefits:

Alongside competitive remuneration, National Bank provides flexible benefits aimed at enhancing employee well-being and supporting families.

  • Health and wellness initiatives
  • Flexible group insurance options
  • Generous retirement savings plan
  • Stock purchase program
  • Employee assistance services
  • Preferred banking offerings
  • Engagement in community projects
  • Telehealth services
  • Virtual clinic for sleep improvement

About Us:

National Bank is recognized for its human-centric approach, boldness, entrepreneurial spirit, and dedication to people. We aim to positively influence lives and prioritize inclusivity in our endeavors.



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