Senior Financial Services Representative

6 days ago


MontLaurier, Quebec, Canada National Bank Full time

We are seeking a highly motivated and results-driven Senior Financial Services Representative to join our team at National Bank. In this role, you will have the opportunity to work with a diverse range of clients, providing them with personalized financial solutions that meet their unique needs.

About the Role

As a Senior Financial Services Representative, you will be responsible for building and maintaining strong relationships with our clients, understanding their financial goals and objectives, and providing them with tailored advice and guidance to help them achieve those goals.

You will also have the opportunity to work with a talented team of experts who share your passion for delivering exceptional client service and driving business growth.

In addition to your excellent communication and interpersonal skills, you will possess a strong understanding of personal finance and investing principles, as well as a proven ability to analyze complex financial data and make informed recommendations.

We offer a comprehensive compensation package, including a competitive salary of $63,000 per year, as well as a range of benefits and perks designed to support your professional development and overall well-being.

Key Responsibilities
  • BUILD AND MAINTAIN STRONG RELATIONSHIPS WITH CLIENTS THROUGH EXCELLENT COMMUNICATION AND INTERPERSONAL SKILLS
  • ANALYZE COMPLEX FINANCIAL DATA AND MAKE INFORMED RECOMMENDATIONS TO HELP CLIENTS ACHIEVE THEIR FINANCIAL GOALS
  • WORK CLOSELY WITH COLLEAGUES TO DEVELOP AND EXECUTE EFFECTIVE SALES STRATEGIES AND BUSINESS PLANS
  • Maintain up-to-date knowledge of industry trends, products, and services to provide expert advice to clients

We are committed to creating an inclusive workplace culture that values diversity, equity, and inclusion. If you are a driven and customer-focused individual who is passionate about delivering exceptional service and driving business growth, we encourage you to apply for this exciting opportunity.

Requirements
  • HOLD A COLLEGE DIPLOMA (DEC) OR EQUIVALENT
  • HOLD A MUTUAL FUND REPRESENTATIVE (MFR) LICENCE – IF NOT, YOU MUST OBTAIN THIS LICENCE WITHIN THREE MONTHS OF HIRING
  • ADVISORY SERVICE EXPERIENCE, INCLUSIVE ATTITUDE, AND OPENNESS TO DIVERSITY


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