Financial Services Representative

3 weeks ago

SaintCharlesdeBellechasse, Canada National Bank Full time

Role Overview

The Banking Advisor role at National Bank is a dynamic position that offers a unique blend of analytical skills and people-centric approach. As a Banking Advisor, you will be responsible for providing exceptional client service, offering tailored solutions to meet their financial needs, and working closely with a team of experts to ensure client satisfaction.

Key Responsibilities

  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Provide expert advice on personal and small business financial services, including transaction, investment, and insurance solutions.
  • Support clients through the mortgage renewal or renegotiation process, ensuring a seamless experience.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and risk management.

Requirements

  • Hold a college diploma (DEC) or equivalent.
  • Hold a mutual fund representative (MFR) licence - If not, obtain this licence within three months of hiring.
  • Advisory service experience, inclusive attitude, and openness to diversity.

What We Offer

  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic work environment with a team of experts.
  • A barrier-free workplace that is accessible to all employees.

Join Our Team

At National Bank, we value passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other. If you're looking for a challenging and rewarding role, apply today and live your ambitions with us.

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