Financial Services Specialist
2 weeks ago
Company Overview
">National Bank is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. We foster inclusion in an environment where each person's unique qualities, whether visible or invisible, are celebrated and valued.
">About the Role
">We are seeking a skilled Financial Services Specialist to join our team of experts specializing in investment, mortgage financing, and other areas. As a Banking Advisor, you will have the opportunity to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.
">Key Responsibilities:
">- ">
- Provide advisory services to Personal and Small Business clients, meeting their transaction, investment, personal financing, made-to-measure insurance, and estate planning needs.">
- Support clients through the mortgage renewal or renegotiation process.">
- Ensure adherence to compliance and risk management rules.">
Requirements
">To succeed in this role, you will need:
">Digital Literacy: Proficiency in digital tools and technologies.
">Inclusive Attitude: A commitment to diversity, equity, and inclusion.
">Advisory Service Experience: Proven experience in providing advisory services.
">Languages: Fluency in French.
">Emotional Intelligence: Strong emotional intelligence and interpersonal skills.
">Investments: Knowledge of investments and financial products.
">Education and Certifications: Relevant education and certifications in finance and banking.
">Benefits
">As a Financial Services Specialist at National Bank, you can expect a competitive salary range of $60,000 - $90,000 per year, depending on experience. In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include preferential banking services, opportunities to get involved in community initiatives, and a virtual sleep clinic.
">Why Work at National Bank?
">We're a bank that values innovation, teamwork, and client-centricity. If you're passionate about delivering exceptional service and building long-term relationships with clients, we encourage you to apply for this exciting opportunity.
-
Senior Financial Planning Specialist
2 weeks ago
Montreal, Quebec, Canada Sun Life Financial Full timeAbout the RoleAt Sun Life Financial, we are seeking a highly skilled and motivated Senior Financial Planning Specialist to join our Client Relationship Team. This is a unique opportunity to build relationships with clients of our personal Group Choices plan and provide comprehensive portfolio reviews, retirement planning discussions, and financial advice to...
-
Financial Services Specialist
7 days ago
Montreal, Quebec, Canada Randstad Full timeAt Randstad, we are looking for a talented Financial Services Specialist to join our team in Montreal. This 18-month contract offers a competitive pay rate of $26 per hour, with a minimum commitment of 1 month working on-site.The ideal candidate will possess strong communication skills, data entry experience, and attention to detail. As the officer will work...
-
Financial Services Specialist
1 week ago
Montreal, Quebec, Canada National Bank Full timeJob SummaryWe are seeking a skilled Financial Services Specialist to join our team at National Bank. This is an excellent opportunity for individuals who want to make a positive impact on people's lives while advancing their careers.Key Responsibilities:Provide personalized financial services to clients, including transaction, investment, and personal...
-
Financial Service Specialist
2 weeks ago
Montreal, Quebec, Canada National Bank Full timeRole OverviewA career as a Financial Service Specialist with National Bank is an opportunity to provide exceptional client service and support in wealth management services. In this role, you will work closely with bankers and private bankers to offer personalized financial solutions to high-net-worth clients.Your responsibilities include:Providing...
-
Financial Services Specialist
1 week ago
Montreal, Quebec, Canada Scotiabank Full timeWe are seeking a highly skilled and customer-centric Financial Services Specialist to join our team in Montreal, Quebec. This is an exciting opportunity for individuals who are passionate about delivering exceptional financial services and building strong relationships with clients.About the RoleAs a Senior Financial Services Specialist, you will be...
-
Montreal, Quebec, Canada AGA Financial Group inc. Full timeAGA Financial Group inc. is seeking a highly skilled Senior Financial Planning and Analysis Specialist to join our team.Job SummaryThe ideal candidate will possess strong analytical skills, excellent communication abilities, and the ability to work effectively in a fast-paced environment. As a key member of our financial planning and analysis team, you will...
-
Senior Financial Services Specialist
2 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Services Specialist at Scotiabank, you will play a key role in helping our customers achieve their financial goals. With a strong focus on client satisfaction and revenue growth, this position is ideal for individuals who are passionate about delivering exceptional customer experiences and driving business results.
-
Financial Services Specialist
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeSenior Investment & Personal Banking Role OverviewWe are seeking a customer-centric Senior Investment & Personal Banking Specialist to join our Canadian Banking Branch network. This role offers the opportunity to provide exceptional service throughout the customer's journey, analyzing their needs and recommending tailored financial solutions.About the...
-
Financial Services Associate
2 weeks ago
Montreal, Quebec, Canada Fairstone Financial Inc. Full timeAbout Fairstone Financial Inc.Fairstone Financial Inc. is a leading Canadian provider of responsible lending solutions, offering personal loans and retail point-of-sale financing. Our focus on customer service and community engagement sets us apart from other financial institutions.Salary InformationThe estimated salary for this position is around $35,000 -...
-
Senior Financial Services Operations Specialist
2 weeks ago
Montreal, Quebec, Canada TD Full timeAbout the RoleAre you passionate about delivering exceptional customer experiences and contributing to the growth of a leading financial institution? TD is seeking a highly skilled Senior Financial Services Operations Specialist to join our team. As a key member of our operations team, you will be responsible for ensuring seamless execution of complex...
-
Financial Services Leasing Specialist
2 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full time**Salary Estimate:** $80,000 - $120,000 per yearWe are seeking a highly skilled Financial Services Leasing Specialist to join our team at the Royal Bank of Canada. In this role, you will be responsible for providing exceptional client service and expertise in leasing transactions.About the Role:The Financial Services Leasing Specialist will work closely with...
-
Data Intelligence Analyst for Financial Services
4 weeks ago
Montreal, Quebec, Canada The Maples Group (Financial Services) Full timeJob DescriptionWe are seeking an accomplished Data Intelligence Analyst to join our Business Technology team at The Maples Group, a global leader in financial services. This role is part of our financial services business in Montreal and reports directly to the Business Technology Manager.The successful candidate will support the Business Technology Team by...
-
Chef de Succursale Financier
1 week ago
Montreal, Quebec, Canada Momentum Financial Services Group Full timeNous recherchons un Chef de Succursale Financier motivé pour rejoindre notre équipe à Momentum Financial Services Group. Cette opportunité vous permettra de stimuler la rentabilité de votre succursale en dirigeant et en formant une équipe de représentants des ventes financières.A propos de l'opportunitéVous serez responsable de promouvoir nos...
-
Senior Financial Services Specialist
4 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleThis position requires a Senior Financial Services Specialist to provide exceptional service to customers, focusing on complex solutions and comprehensive financial planning.Key Responsibilities:Provide full range of customized financial solutions using a financial planning approach.Understand customers' financial goals and preferences, analyze...
-
Financial Services Specialist
2 weeks ago
Montreal, Quebec, Canada National Bank Full timeWelcome to a challenging and rewarding career as a Financial Services Specialist with the National Bank! As an Investment Advisor at our call centre, you will be working closely with clients to provide personalized financial solutions. Our team of experts is passionate about delivering exceptional customer service and building strong relationships with our...
-
Senior Financial Services Specialist
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeRole OverviewWe are seeking a highly skilled Senior Financial Services Specialist to join our team at Banque Nationale du Canada. This is a unique opportunity for an experienced professional to leverage their expertise and make a meaningful impact in the financial services industry.Job DescriptionThe successful candidate will be responsible for providing...
-
Senior Financial Services Specialist
3 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the OpportunityThe role of a Senior Financial Services Specialist at Scotiabank involves providing exceptional service to customers and growing long-standing relationships with existing clients.Key Responsibilities:Delivering Trusted Financial AdviceProviding Full Range of Customized Financial SolutionsUnderstanding Customers' Financial Goals and...
-
Financial Services Specialist
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Summary\This role offers an exciting opportunity to join Scotiabank's team as a Financial Services Specialist - Client Support. In this position, you will be responsible for delivering exceptional customer service and support to our clients and partners.\
-
Financial Operations Specialist
2 weeks ago
Montreal, Quebec, Canada Randstad Full timeAt Randstad, we are currently seeking a highly skilled Financial Operations Specialist to join our team in the Downtown Montréal area.About the RoleThis is a permanent, full-time position (35 hours/week) with a Monday to Friday daytime schedule. As a Financial Operations Specialist, you will be responsible for managing the full accounting cycle and ensuring...
-
Accounting and Financial Services Specialist
2 weeks ago
Montreal, Quebec, Canada Fed Finance Full timeFed Finance is a specialist recruitment agency in temporary and permanent accounting and finance positions. Our consultants are experts who speak your language and support you throughout your career.Your role will involve:Bookkeeping and financial analysis of financial statementsIntegration of new customersStaying up-to-date with laws and standards...