Financial Services Professional

1 month ago


Québec, Quebec, Canada NBC Full time
Job Summary

We are seeking a highly skilled Financial Services Professional to join our team at NBC. As a key member of our team, you will be responsible for providing exceptional client service and support in the area of investments.

Key Responsibilities:

  • Optimize interactions with clients on the technical, administrative, and operational aspects of their investment transactions.
  • Use an advisory approach by detecting opportunities and referring clients to the right specialist.
  • Propose transaction and investment solutions when analyzing client files, if required.
  • Support Financial Planners in data analysis and solving complex files to satisfy clients.
  • Ensure compliance with the processes used and the implementation of new features.
  • Ensure adherence to compliance and risk management rules.

About the Role:

This is an exciting opportunity to work in a dynamic and collaborative environment where you will have the chance to develop your skills and expertise. You will be part of a team that values empathy and open-mindedness, and you will have the opportunity to work with a variety of clients and stakeholders.

Requirements:

  • High school diploma and 3 years of relevant experience or college diploma and 1 year of relevant experience
  • Mutual Fund Representative (MFR) license (or obtain certification within 3 months of hiring)
  • Experience in customer service and interest in business development
  • Basic investment knowledge
  • Experience in administrative support and in processing investment, financing, and transaction products
  • Proficient with IT tools and comfortable navigating digital tools
  • Ability to rigorously manage several requests at the same time

What We Offer:

  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • A dynamic and collaborative work environment
  • A chance to make a positive impact on our clients' lives


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