Financial Services Specialist
1 week ago
We are seeking a highly motivated Financial Services Specialist to join our team at National Bank.
This is a varied role that offers opportunities for development and allows you to live your ambitions while having a positive impact on your own life as well as the lives of your clients and colleagues.
Key Responsibilities- Listen to clients' needs and resolve complex situations.
- Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs.
- Support your clients through the mortgage renewal or renegotiation process.
- Ensure client satisfaction and engagement.
- Refer your clients to your specialist colleagues for their specific needs.
To be successful in this role, you will need:
- A college diploma (DEC) or equivalent.
- Advisory service experience, an inclusive attitude and openness to diversity.
- Languages: French.
- Skills: Press space or enter keys to toggle section visibility, Accountability, Brand Ambassadorship, Business Development, Client Education, Client Engagement, Client-focused Communication, Digital literacy, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Funding, Humility, Initiative.
In addition to competitive compensation, upon hiring you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include health and wellness program, flexible group insurance, generous pension plan, employee share ownership plan, employee and family assistance program, preferential banking services, opportunities to get involved in community initiatives, telemedicine service, virtual sleep clinic.
The salary range for this position is $49,000 - $60,700 per year.
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