Senior Financial Advisor

3 weeks ago


Montreal, Quebec, Canada National Bank Full time

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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