Financial Services Expert in Investments and Advisory

2 weeks ago


Saguenay, Quebec, Canada National Bank Full time

National Bank is seeking a Financial Services Expert in Investments and Advisory to join its team. This role offers the opportunity to create a positive impact on clients' lives by supporting Financial Planners in their administrative investment activities and participating in business development activities.

About the Role

As a Financial Services Expert, you will be responsible for optimizing interactions with clients on the technical, administrative, and operational aspects of their investment transactions. You will use an advisory approach to detect opportunities and refer clients to the right specialist, propose transaction and investment solutions when analyzing client files, and support Financial Planners in data analysis and solving complex files.

You will also ensure compliance with processes used and the implementation of new features, as well as adherence to compliance and risk management rules.

This position requires strong collaboration and communication skills, empathy, and open-mindedness. You will have the opportunity to develop your skills through training, hands-on learning, and discussions with your partners.

About the Team

You will be part of a team that stands out for its strong collaboration, known for its empathy and open-mindedness. The team fosters a positive employee experience with dynamic work environments and cutting-edge collaboration tools.

The National Bank values inclusivity and has a barrier-free workplace accessible to all employees. We welcome candidates from diverse backgrounds and encourage them to apply.

What We Offer

In addition to competitive compensation, we offer a wide range of flexible benefits to promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, pension plans, and employee assistance programs.

We are committed to putting people first and creating a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us to deliver exceptional service and support to our clients.



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