Expert Banking Professional
4 days ago
We are seeking a highly skilled and motivated individual to join our team as a Senior Financial Advisor at National Bank. In this role, you will have the opportunity to work with clients in a dynamic and supportive environment, providing expert guidance on personal and business financial matters.
The ideal candidate will possess excellent communication skills, be able to analyze complex financial situations, and provide tailored solutions to meet client needs. If you are passionate about helping others achieve their financial goals and are looking for a challenging and rewarding career, we encourage you to apply.
About the Role- Provide expert advice to clients on personal and business financial matters, including investment, insurance, and estate planning.
- Analyze client financial situations and develop tailored solutions to meet their needs.
- Work closely with clients to understand their goals and objectives, and provide ongoing support and guidance to help them achieve success.
- Maintain accurate records of client interactions and transactions.
- Bachelor's degree in finance, business, or related field.
- Minimum 2 years of experience in financial services, preferably in a bank or credit union setting.
- Excellent communication and interpersonal skills.
- Ability to analyze complex financial situations and develop effective solutions.
- Proficiency in MS Office and other financial software applications.
- Competitive salary: $55,200 - $66,900 per year.
- A comprehensive benefits package, including health and dental insurance, pension plan, and employee assistance program.
- Ongoing training and professional development opportunities.
- A dynamic and supportive work environment.
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