Financial Services Professional

1 week ago


Montreal, Quebec, Canada Banque Nationale du Canada Full time

At Banque Nationale du Canada, we're looking for a dedicated Financial Services Professional to join our team. This is a fantastic opportunity to excel in a dynamic role that combines finance, advisory services, and customer relationships.

The estimated annual salary for this position is between $65,000 and $85,000 CAD, depending on experience and qualifications.

As a Financial Services Professional, you'll work with clients to understand their financial goals and provide personalized solutions to meet their needs. You'll be responsible for:

  • Assessing client needs and developing tailored financial plans
  • Providing guidance on investment, mortgage financing, and other banking solutions
  • Maintaining strong relationships with clients through excellent communication and follow-up

To succeed in this role, you'll need:

  • A college diploma or equivalent
  • A mutual fund representative (MFR) licence or willingness to obtain it within three months
  • Strong analytical and problem-solving skills, with the ability to think critically and creatively
  • Excellent communication and interpersonal skills, with a focus on building trust and rapport with clients

We offer a comprehensive benefits package, including:

  • Health and wellness program, with access to mental health resources and employee assistance programs
  • Flexible group insurance options
  • A generous pension plan and Employee Share Ownership Plan (ESOP)
  • Preferential banking services and opportunities for professional growth and development

In addition to competitive compensation, you'll enjoy a collaborative and inclusive work environment that values diversity, equity, and inclusion. We're committed to fostering a culture of respect, empathy, and understanding, where everyone feels welcome and valued.



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