Financial Services Professional

1 week ago


Montreal, Quebec, Canada Banque Nationale du Canada Full time
Job Summary

We are seeking a highly skilled and motivated Financial Services Professional to join our team as a Senior Advisor. This role will provide personalized banking services to clients, focusing on their financial needs and goals.

About the Role

The successful candidate will work closely with clients to understand their financial situations, providing tailored advice and solutions to meet their needs. They will be responsible for maintaining strong relationships with clients, delivering exceptional customer service, and ensuring compliance with regulatory requirements.

Key Responsibilities
  • Provide expert guidance on personal and small business banking products and services
  • Develop and implement comprehensive financial plans for clients
  • Collaborate with colleagues to deliver seamless client experiences
  • Stay up-to-date on industry trends and developments to enhance knowledge and expertise
Requirements

To be successful in this role, you will need:

  • A college diploma or equivalent experience in a related field
  • A mutual fund representative (MFR) licence
  • Proven experience in advisory services, with a focus on customer-centric approaches
  • Excellent communication and interpersonal skills
What We Offer

We offer a competitive salary range of $65,000 - $85,000 per year, depending on experience. Additionally, we provide a comprehensive benefits package, including health and wellness programs, employee share ownership plan, and opportunities for professional development.

Why Join Us?

As a member of our team, you will be part of a dynamic and inclusive work environment that values diversity and creativity. You will have access to cutting-edge collaboration tools, regular feedback, and ongoing training and development opportunities. We are committed to fostering a positive employee experience and supporting your career growth and success.



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