Financial Service Professional

1 week ago

SaintHenrideLévis, Canada National Bank Full time

A dynamic career opportunity has become available at National Bank, allowing individuals to live their ambitions and have a positive impact on their own life as well as the lives of clients and colleagues.

This varied role offers opportunities for development, enabling employees to progress in their position and expand their responsibilities by obtaining a mutual fund representative licence.

Key job responsibilities include:

  • Providing exceptional client service by listening to clients' needs and resolving complex situations.
  • Offering tailored solutions to meet Personal and Small Business clients' 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 specific needs.
  • Maintaining adherence to compliance and risk management rules.

The branch is open one evening a week, with multiple work schedules possible depending on team availability. This position reports to the Branch Manager, who works closely with a team of experts specializing in investment, mortgage financing, and other areas.

National Bank values passionate people and bold ideas, working together to ensure clients reach their goals and colleagues enjoy their work. Colleagues rely on each other to share knowledge and provide support.

With experience gained in this role, numerous career options will be available, including advancing in the same position, getting promoted, or moving to another region or branch. National Bank encourages internal mobility and offers many career opportunities.

Ongoing learning is facilitated through personalized training content, such as banking solutions and the advisory approach, to help employees master their roles. Access to colleagues with diverse expertise, experience, and backgrounds enriches all aspects of employee development.

Required qualifications include:

  • Holding a college diploma (DEC) or equivalent.
  • Obtaining a mutual fund representative (MFR) licence within three months of hiring, with a full refund upon successful completion.
  • Demonstrating advisory service experience, an inclusive attitude, and openness to diversity.

In addition to competitive compensation, employees are eligible for a wide range of flexible benefits to promote their wellbeing and that of their family.

These benefits include:

  • A health and wellness program with various options.
  • Flexible group insurance.
  • A generous pension plan.
  • An Employee Share Ownership Plan.
  • An Employee and Family Assistance Program.
  • Preferential banking services.
  • Initiatives promoting community involvement.
  • A telemedicine service.
  • A virtual sleep clinic.

National Bank fosters a positive employee experience through dynamic work environments and cutting-edge collaboration tools. Regular feedback and ongoing communication encourage employees' ideas and participation in surveys and programs.

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