Financial Services Representative

1 month ago


Lévis, Canada National Bank Full time

As a Banking Advisor at National Bank, you will have the opportunity to work in a dynamic and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.

This role offers opportunities for development and growth, and by obtaining your mutual fund representative licence, you will be able to progress in your role and expand your responsibilities.

Your key responsibilities will include:

  • Listening to clients' needs and resolving complex situations.
  • Providing advice and offering appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs.
  • Supporting clients through the mortgage renewal or renegotiation process.
  • Ensuring client satisfaction and engagement.
  • Referencing clients to specialist colleagues for their specific needs.
  • Ensuring adherence to compliance and risk management rules.

Your team will be a collaborative and supportive environment, with a focus on empowering employees to reach their full potential.

Our training programs use on-the-job learning to help you master your role, and you will have access to personalized training content and colleagues with a wide range of expertise and backgrounds.

Prerequisites for this role include:

  • Holding a college diploma (DEC) or equivalent.
  • Holding a mutual fund representative (MFR) licence - if not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it.
  • Advisory service experience, inclusive attitude and openness to diversity.

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

We are 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.



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