Senior Financial Advisor
3 weeks ago
About the Role
We are seeking a highly skilled Senior Financial Advisor to join our team at National Bank. As a key member of our Integration and Transition team, you will play a vital role in supporting our network stakeholders in their customer service offering.
Key Responsibilities
- Act as an expert advisor and coordinator for teams new to NBFWM, providing guidance and support to ensure a smooth transition.
- Assess and identify the needs of network stakeholders, proposing adapted solutions to support their transition and ensuring their satisfaction.
- Negotiate service agreements with stakeholders and ensure their satisfaction through the quality of services offered.
- Act as a resource person in the optimization of processes and the implementation of new initiatives.
- Establish and maintain effective communications with stakeholders involved in the service's activities.
About the Team
You will be part of a dynamic team of 20 colleagues, reporting to the manager of the Integration and Transition team. Our team is known for its expertise and dynamism, offering a hybrid work environment and adaptable working hours.
What We Offer
- A competitive compensation package
- A wide range of flexible benefits to promote your wellbeing and that of your family
- Opportunities for professional growth and development
- A dynamic work environment and cutting-edge collaboration tools
Requirements
- Bachelor's degree in a related field and 4 years of relevant experience OR master's degree in a related field and 2 years of relevant experience OR university certificate and 6 years of relevant experience
- Experience in implementing and drafting procedures
- Experience in project management
- Knowledge of different types of account and financial products
- Expertise in data management
- Understanding of the following applications: Word, T80, GDI, Croesus, JIRA
Language
English and French are the official languages of National Bank. You will need to work closely with colleagues outside Quebec, so proficiency in both languages is required.
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