Financial Services Consultant
4 weeks ago
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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