Financial Services Professional

6 days ago


SaintAnselme, Quebec, Canada National Bank Full time

As a Financial Services Professional with National Bank, you will have the opportunity to live your ambitions and make a positive impact on the lives of your clients and colleagues. With a varied role that requires adopting a friendly approach and utilizing analytical skills to offer a people-centric experience for branch clients, you will be able to grow and develop in your career.

Your key responsibilities will include:

  1. Listening to clients' needs and resolving complex situations, providing advice and offering solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance, and estate planning needs.
  2. Supporting clients through the mortgage renewal or renegotiation process, ensuring client satisfaction and engagement.
  3. Referring clients to specialist colleagues for their specific needs, while adhering to compliance and risk management rules.

In this role, you will work with a team of experts specializing in investment, mortgage financing, and other areas. Our team values passionate people and bold ideas, working together to ensure our clients reach their goals and colleagues do what they love.

With a range of opportunities available after gaining experience in this role, you could advance in the same position, get promoted, or move to another region or branch. We offer many career opportunities and encourage internal mobility.

Our training programs utilize on-the-job learning to help you master your role, providing access to personalized training content on topics such as banking solutions and the advisory approach to support your ongoing learning.

To succeed 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, you will be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family, including:

  • 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

National Bank is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives, guided by core values of partnership, agility, and empowerment. We offer a barrier-free workplace accessible to all employees, and we welcome candidates from diverse backgrounds.



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