Financial Services Specialist

2 weeks ago

SaintHenri, Canada National Bank Full time

At National Bank, we're committed to helping our clients achieve their financial goals. As a Financial Services Specialist, you'll play a key role in providing personalized advice and guidance to help them make informed decisions about their money.

As a Banking Advisor at National Bank, you can live your ambitions and have a positive impact on the lives of your clients and colleagues. You'll adopt a friendly approach and use your analytical skills to offer a people-centric experience for branch clients. This role offers opportunities for development, including obtaining your mutual fund representative licence, which will allow you to progress in your role and expand your responsibilities.

Your job as a Financial Services Specialist will involve:

  • Listening to clients' needs and resolving complex situations
  • Giving 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 diverse group of experts specializing in investment, mortgage financing, and other areas. We value passionate people and bold ideas and work together to ensure our clients reach their goals and colleagues do what they love. With access to colleagues with a wide range of expertise, experience, and backgrounds, you'll have the opportunity to enrich all aspects of your development.

After gaining the necessary experience in your role, many options will be available to you. For example, you could advance in the same role, get promoted, or move to another region or branch. We offer many career opportunities and encourage internal mobility.

We provide comprehensive training programs using on-the-job learning to help you master your role. You'll also have access to personalized training content on topics such as banking solutions and the advisory approach to support your ongoing learning.

To be successful in this role, you'll need:

  • A college diploma (DEC) or equivalent
  • 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, an inclusive attitude, and openness to diversity

As a Financial Services Specialist, you'll enjoy a competitive salary of approximately $60,000 per year, plus a wide range of flexible benefits to promote your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, employee share ownership plan, employee and family assistance program, preferential banking services, initiatives promoting community involvement, telemedicine service, and virtual sleep clinic.

We're putting people first: we're 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 people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

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