Financial Services Consultant

4 weeks ago

Sainte Catherine de la Jacques Cartier, Quebec, Canada NBC Full time

Area of Focus: Advisory Services, Personal Finance

A position as a Financial Services Consultant at NBC offers a diverse opportunity that empowers you to fulfill your aspirations while positively influencing both your life and the lives of your clients and colleagues. You will engage with clients in a personable manner, utilizing your analytical capabilities to deliver a client-centered experience for branch patrons.

This role presents avenues for professional growth. By acquiring your mutual fund representative license, if you do not possess one already, you will be able to advance in your position 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, tailored insurance, and estate planning needs.
  • Assist clients throughout the mortgage renewal or renegotiation process.
  • Ensure client satisfaction and engagement.
  • Refer clients to specialized colleagues for their specific requirements.
  • Maintain compliance with risk management protocols.

Your Team:

Various work schedules are available and will differ 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 values passionate individuals and innovative ideas. We work collectively to help our clients achieve their objectives while ensuring that colleagues pursue their passions. We depend on our teammates to share knowledge and support one another.

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

Our training programs incorporate on-the-job learning to help you excel in your role. 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 enhance all facets of your growth.

Essential Qualifications:

  • Possess a college diploma (DEC) or equivalent.
  • Experience in advisory services, with an inclusive mindset and openness to diversity.
Key Competencies
  • Accountability
  • Brand Representation
  • Client Education
  • Client Engagement
  • Client-focused Approach
  • Effective Communication
  • Customer Relationship Management
  • Digital Proficiency
  • Diversity & Inclusion
  • Results Orientation
  • Emotional Intelligence
  • Empathy
  • Initiative
Your Benefits

In addition to competitive remuneration, upon hiring, you will be eligible for a broad range of flexible benefits designed to enhance your well-being and that of your family.

  • Health and wellness initiatives, including various options
  • Flexible group insurance plans
  • Generous retirement savings plan
  • Employee Share Ownership Program
  • Employee and Family Assistance Services
  • Preferential banking options
  • Opportunities to engage in community projects
  • Telemedicine services
  • Virtual sleep clinic

These are just a few of the benefits available to you. We offer a package that aligns with contemporary trends and meets the needs of you and your family.

Our dynamic work environments and advanced collaboration tools promote a positive employee experience. We actively consider employees' suggestions. Through our feedback mechanisms and programs, regular communication is encouraged.

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 positively influence lives. Our core values of partnership, agility, and empowerment guide us, with inclusivity at the heart of our commitments. We provide a workplace that is accessible to all employees.

We aim for our recruitment process to be entirely accessible. If you require accommodations, please inform us during your initial discussions. We welcome all candidates.

What can you contribute to our team?

Come realize your ambitions with us.

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