Financial Services Expert
3 days ago
We are seeking a highly skilled Financial Services Expert to join our team at National Bank Private Banking 1859. In this role, you will be responsible for supporting Private Wealth Advisors in providing exceptional customer service and helping clients achieve their financial goals.
Key Responsibilities- Support Private Wealth Advisors in delivering superior customer service and meeting client needs.
- Carry out routine operations related to financial transactions, including purchases and sales of securities, and ensure timely resolution of any issues.
- Analyze, open, and update client files to maintain accurate and up-to-date information.
- Produce portfolio management reports to help clients make informed decisions about their investments.
- Manage client files, including scheduling appointments and preparing client meetings.
- Ensure compliance with regulatory requirements and risk management policies.
- Guide and train new employees and serve as a reference point for peers on complex products, procedures, and policies.
- A minimum of five years of relevant experience in the banking, insurance, or financial industry.
- Completion of a college or university diploma in a related field.
- Excellent knowledge of the Microsoft Office suite and strong analytical skills.
- Ability to work effectively in a team environment and communicate complex ideas clearly.
- Competitive salary: $70,000 - $90,000 per year, depending on experience.
- Flexible work arrangements, including hybrid remote work options and flexible leave policies.
- A wide range of benefits, including health and wellness programs, group insurance, pension plan, employee share ownership plan, and more.
- Ongoing training and development opportunities to help you grow your career.
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Financial Services Professional
2 weeks ago
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Bilingual Customer Service Representative
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Financial Services Professional
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Brossard, Quebec, Canada National Bank Full timeAbout UsNational Bank Private Banking 1859 is a leading financial institution dedicated to providing exceptional client experiences. Our team of experts is passionate about helping individuals and families achieve their financial goals.Job SummaryWe are seeking a highly motivated Wealth Associate to join our dynamic team. As a Wealth Associate, you will play...
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Professional Financial Planner
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Business Banking Expert Advisor
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Expert Banking Advisor
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Customer Service Representative
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Senior Financial Credit Specialist
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Brossard, Quebec, Canada National Bank Full timeAbout the RoleThis Senior Financial Credit Specialist position plays a vital role in supporting commercial clients by providing expert credit analysis and guidance. Reporting to the Regional Vice-President, you will be based in one of our offices in Brossard, Saint-Jean-sur-Richelieu, or Saint-Hyacinthe.
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Customer Service Expert
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Financial Services Representative
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Responsable Financier Entreprises
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Senior Financial Services Consultant
2 weeks ago
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Financial Services Recruitment Specialist
4 weeks ago
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Financial Services Representative
2 weeks ago
Brossard, Quebec, Canada National Bank Full timeNational Bank is seeking a Financial Services Representative to join our team. As a key member of our Private Banking 1859 division, you will play a crucial role in delivering exceptional client experiences and driving business growth.About the RoleThis dynamic position requires a professional with excellent communication and interpersonal skills to provide...
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Commercial Banking Credit Expert
2 weeks ago
Brossard, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeRole Overview:The Toronto-Dominion Bank (Canada) is seeking an experienced Commercial Banking Credit Expert to join their team. In this role, you will work closely with a Relationship Manager to manage a portfolio of approximately 60 mid-market accounts with a moderate to high level of complexity.Key Responsibilities:Structuring credits appropriately to meet...
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Professional Business Banking Expert
2 weeks ago
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