Financial Services Specialist

2 weeks ago


Montreal, Quebec, Canada Banque Nationale du Canada Full time

Company Overview

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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.

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About the Role

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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.

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Key Responsibilities:

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  • 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.">
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Requirements

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To succeed in this role, you will need:

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Digital Literacy: Proficiency in digital tools and technologies.

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Inclusive Attitude: A commitment to diversity, equity, and inclusion.

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Advisory Service Experience: Proven experience in providing advisory services.

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Languages: Fluency in French.

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Emotional Intelligence: Strong emotional intelligence and interpersonal skills.

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Investments: Knowledge of investments and financial products.

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Education and Certifications: Relevant education and certifications in finance and banking.

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Benefits

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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.

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Why Work at National Bank?

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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.



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