Financial Services Specialist
1 week ago
We are seeking a skilled and customer-focused Financial Services Specialist to join our team at National Bank.
About the RoleThis is a versatile and varied position that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. As a key member of our team, you will be responsible for adopting a friendly approach, listening actively, and offering a people-centric experience for branch clients.
Your Key Responsibilities- Greet clients and answer their questions in a professional and courteous manner.
- Help clients use our banking applications and ATMs, providing support and guidance as needed.
- Listen to clients' needs and resolve situations that may be complex, demonstrating empathy and problem-solving skills.
- Give advice and offer transaction solutions for Personal Banking clients, ensuring they receive the best possible service.
- Demonstrate the ability to build lasting business relationships with clients, understanding their needs and preferences.
- Ensure client satisfaction and engagement by providing exceptional customer service.
- Refer clients to specialist colleagues for their specific needs, ensuring seamless transitions and continued support.
- Ensure adherence to compliance and risk management rules, upholding the highest standards of integrity and professionalism.
You will work with a talented team of experts specializing in investment, credit, mortgage financing, and more. Our dynamic and supportive environment fosters collaboration, innovation, and continuous learning.
Our Values and CultureWe value passionate people and bold ideas, working 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, promoting a culture of inclusivity, respect, and open communication.
Career Development and AdvancementAfter gaining the necessary experience in this role, many options will be available to you, including advancement in the same role, promotion, or moving to another region or branch. We encourage internal mobility and offer personalized training programs to help you master your role and achieve your career aspirations.
Benefits and PerksIn addition to competitive compensation, you will be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family. These include:
- A health and wellness program with various options
- 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 estimated salary for this position is between $45,000 and $65,000 per year, depending on your level of experience and qualifications.
-
Bilingual Specialist, Business Banking Services
3 months ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 - This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec._ Work Schedule : Must be available to work from Monday to Sunday from 8am to...
-
Associate Portfolio Manager, Md Financial
4 months ago
Quebec City, Canada MD Financial Management Full timeRequisition ID: 195546 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...
-
Residential Financial Specialist
6 months ago
Quebec City, Canada National Bank of Canada Full timeA career as Residential Financial Specialist is about being part of the transformation and having a direct impact on the customer. As a Residential Financial Specialist, you act as an expert for branch customers by offering a high-quality mortgage credit advisory service. You identify and develop credit opportunities. You will work in synergy with the...
-
Underwriting Specialist
6 months ago
Quebec City, Canada Northbridge Financial Corporation Full timeWe’re Northbridge Insurance. We’re proud to work with Canada’s most trusted commercial broker networks. We have a reputation for being one of Canada’s leading commercial insurance providers. Our employees are dedicated to understanding the needs of our customers and creating solutions that help Canadian businesses have a safer and brighter future....
-
Financial Consultant, Acquisition
3 months ago
Quebec City, Canada MD Financial Management Full timeRequisition ID: 207050 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only respects your requirement for life/work...
-
Financial Consultant Ecs
6 months ago
Quebec City, Canada MD Financial Management Full timeRequisition ID: 182700 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. For more than 50 years, MD Financial Management has provided Canada’s physicians and their families with discerning and timely financial guidance. We take pride in knowing physicians best, understanding the challenges and...
-
Customer Service Representative
6 months ago
Quebec City, Canada BMO Financial Group Full time1181 Turnbull Avenue Quebec Quebec,G1R 0B5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Customer Service Representative
1 month ago
Quebec City, Canada BMO Financial Group Full time1181 Turnbull Avenue VILLE DE QUEBEC Quebec,G1R 0B5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Customer Service Representative
6 months ago
Quebec City, Canada BMO Financial Group Full time1600 boulevard Lebourgneuf Quebec Quebec,G2K 2M4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Customer Service Representative
6 months ago
Quebec City, Canada BMO Financial Group Full time205 Joseph-Casavant Ave Quebec Quebec,G1C 7X8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Customer Service Representative
6 months ago
Quebec City, Canada BMO Financial Group Full time8400 boul Henri-Bourassa, #100 Quebec Quebec,G1G 4E2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Financial Services Representative
6 months ago
Quebec City, Canada National Bank of Canada Full timeA career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients. **Your job**: - Optimize interactions with...
-
Client Service Associate
6 months ago
Quebec City, Canada Northbridge Financial Corporation Full time**What it’s like to be a Federated Client Service Associate** Supporting one of our Commercial Insurance Specialist (CIS) we’re looking for an exceptional Client Service Associate to provide excellent customer service to our clients as well as support in the day to day running of our CIS book of business. The most important characteristics of our best...
-
Bilingual Specialist
6 months ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Address: VIRTUAL(R)61 - HomeRes - QC - BMO - This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec._ Work schedule : must be available to work...
-
Underwriting Specialist, Commercial Lines
6 months ago
Quebec City, Canada Northbridge Financial Corporation Full time**What it’s like to be a Northbridge Underwriting Specialist** Northbridge Insurance Underwriters customize solutions for our commercial clients when they need insurance product. They work closely with our extensive broker network to develop unique solutions for all classes of risk while being responsible for servicing increasing complex accounts in...
-
Financial Services Representative
6 months ago
Quebec City, Canada National Bank Full timeA career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients. Your job: Optimize interactions with...
-
Customer Service Representative
6 months ago
Quebec City, Canada BMO Financial Group Full time1181 Turnbull Avenue Quebec Quebec,G1R 0B5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Customer Service Representative
6 months ago
Quebec City, Canada BMO Financial Group Full time2828 boul Laurier Quebec Quebec,G1V 0B9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall...
-
Financial Services Representative
6 months ago
Quebec City, Quebec, Québec, Canada National Bank Full timeA career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients. Your job: Optimize interactions with clients...
-
Customer Service Representative
6 months ago
Quebec City, Canada BMO Financial Group Full time1375 chemin Ste-Foy Quebec Quebec,G1S 2N2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...