Financial Services Representative

2 weeks ago

Montreal, Quebec, Canada Banque Nationale Full time
About the Role

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Banque Nationale. As a key member of our banking team, you will be responsible for providing exceptional client service and support to our customers.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide personalized financial advice and solutions to clients, including investment, lending, and wealth management services.
  • Work closely with clients to understand their financial situations and provide tailored recommendations to meet their needs.
  • Stay up-to-date on industry trends and developments to ensure clients receive the best possible advice.
  • Collaborate with internal teams to ensure seamless delivery of services to clients.
Requirements
  • Diploma in Business Administration or related field.
  • License of Representative in Collective Savings (REC) or equivalent.
  • Proven experience in a client-facing role, with a strong focus on customer service and relationship-building.
What We Offer

As a Financial Services Representative at Banque Nationale, you will have the opportunity to work in a dynamic and supportive team environment. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

Why Join Us

At Banque Nationale, we value our employees and strive to create a positive and inclusive work environment. We offer a range of benefits and programs to support your well-being and career goals, including:

  • Comprehensive health and wellness program.
  • Flexible work arrangements and remote work options.
  • Professional development opportunities and training programs.
  • Competitive salary and benefits package.

  • Financial Service Representative

    2 weeks ago

    Montreal, Quebec, Canada OTT Financial Group Full time

    About OTT Financial GroupOTT Financial Group is a leading provider of financial services and investment solutions. We leverage cutting-edge fintech innovations to deliver exceptional financial advice and best-in-class wealth management to our clients and business partners.We are a dynamic and ambitious organization, empowering 5,000+ merchants and hundreds...

  • Financial Service Representative

    2 weeks ago

    Montreal, Quebec, Canada OTT Financial Group Full time

    About OTT Financial GroupOTT Financial Group is a leading provider of financial services and investment solutions. We leverage cutting-edge fintech innovations to deliver exceptional financial advice and best-in-class wealth management to our clients and business partners.We are a dynamic and ambitious organization, empowering 5,000+ merchants and hundreds...

  • Financial Services Representative

    5 days ago

    Montreal, Quebec, Canada Desjardins Full time

    At Desjardins, we're committed to helping our members achieve their financial goals. As a Financial Services Representative, you'll play a key role in providing exceptional customer service and delivering tailored financial solutions to meet their needs.Main Responsibilities:Work collaboratively with personal finance advisors to enhance the service offered...

  • Financial Services Representative

    5 days ago

    Montreal, Quebec, Canada Desjardins Full time

    At Desjardins, we're committed to helping our members achieve their financial goals. As a Financial Services Representative, you'll play a key role in providing exceptional customer service and delivering tailored financial solutions to meet their needs.Main Responsibilities:Work collaboratively with personal finance advisors to enhance the service offered...

  • Financial Services Representative

    23 hours ago

    Montreal, Quebec, Canada Desjardins Full time

    At Desjardins, we're committed to helping our members achieve their financial goals. As a Financial Services Representative, you'll play a key role in providing exceptional customer service and delivering tailored financial solutions to meet their needs.Main Responsibilities:Work collaboratively with personal finance advisors to enhance the service offered...

  • Financial Services Representative

    19 hours ago

    Montreal, Quebec, Canada Desjardins Full time

    At Desjardins, we're committed to helping our members achieve their financial goals. As a Financial Services Representative, you'll play a key role in providing exceptional customer service and delivering tailored financial solutions to meet their needs.Main Responsibilities:Work collaboratively with personal finance advisors to enhance the service offered...

  • Customer Service Representative

    2 weeks ago

    Montreal, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're committed to helping our customers succeed. As a Customer Service Representative, you'll play a vital role in delivering exceptional service and support to our clients.About the RoleWe're seeking a highly motivated and customer-focused individual to join our team. As a Customer Service Representative, you'll be...

  • Customer Service Representative

    2 weeks ago

    Montreal, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're committed to helping our customers succeed. As a Customer Service Representative, you'll play a vital role in delivering exceptional service and support to our clients.About the RoleWe're seeking a highly motivated and customer-focused individual to join our team. As a Customer Service Representative, you'll be...

  • Financial Services Representative

    6 days ago

    Montreal, Quebec, Canada Desjardins Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Desjardins. As a key member of our team, you will work closely with advisors to provide personalized support to members and clients, helping them achieve their financial goals.Key ResponsibilitiesHandle client requests and perform tasks as...

  • Financial Services Representative

    6 days ago

    Montreal, Quebec, Canada Desjardins Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Desjardins. As a key member of our team, you will work closely with advisors to provide personalized support to members and clients, helping them achieve their financial goals.Key ResponsibilitiesHandle client requests and perform tasks as...

  • Financial Services Representative

    1 week ago

    Montreal, Quebec, Canada spinelli Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Spinelli. As a Financial Services Representative, you will be responsible for selling financial and insurance products, financing plans, and extended warranties to our customers.Key ResponsibilitiesSell financial and insurance products, financing...

  • Financial Services Representative

    1 week ago

    Montreal, Quebec, Canada spinelli Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Spinelli. As a Financial Services Representative, you will be responsible for selling financial and insurance products, financing plans, and extended warranties to our customers.Key ResponsibilitiesSell financial and insurance products, financing...

  • Financial Services Professional

    2 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Professional to join our team at Sun Life Financial. As an Insurance and Investment Advisor, you will play a key role in providing holistic financial solutions to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesProactively engage with...

  • Financial Services Professional

    2 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Professional to join our team at Sun Life Financial. As an Insurance and Investment Advisor, you will play a key role in providing holistic financial solutions to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesProactively engage with...

  • Customer Service Representative

    1 week ago

    Montreal, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're committed to helping our customers succeed. As a Customer Service Representative, you'll play a vital role in delivering exceptional service and support to our clients.About the RoleWe're seeking a highly motivated and customer-focused individual to join our team. As a Customer Service Representative, you'll be...

  • Customer Service Representative

    1 week ago

    Montreal, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're committed to helping our customers succeed. As a Customer Service Representative, you'll play a vital role in delivering exceptional service and support to our clients.About the RoleWe're seeking a highly motivated and customer-focused individual to join our team. As a Customer Service Representative, you'll be...

  • Financial Services Representative

    2 weeks ago

    Montreal, Quebec, Canada Desjardins Full time

    **Job Summary**We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for providing exceptional service to our members and clients, helping them achieve their financial goals and optimize their financial health.**Key Responsibilities**Work...

  • Financial Services Representative

    2 weeks ago

    Montreal, Quebec, Canada Desjardins Full time

    **Job Summary**We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for providing exceptional service to our members and clients, helping them achieve their financial goals and optimize their financial health.**Key Responsibilities**Work...

  • Financial Services Representative

    1 week ago

    Montreal, Quebec, Canada Desjardins Full time

    **Job Summary**We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for providing exceptional service to our members and clients, helping them achieve their financial goals and optimize their financial health.**Key Responsibilities**Work...

  • Financial Services Representative

    1 week ago

    Montreal, Quebec, Canada Desjardins Full time

    **Job Summary**We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for providing exceptional service to our members and clients, helping them achieve their financial goals and optimize their financial health.**Key Responsibilities**Work...