Expert Financial Counselor

1 week ago


Montreal, Quebec, Canada National Bank Full time

We are seeking a highly motivated and detail-oriented Expert Financial Counselor to join our team at the National Bank. As an Expert Financial Counselor, you will play a vital role in helping clients achieve their financial goals and objectives.

Job Summary

This is a unique opportunity to work with a dynamic team of professionals who share your passion for delivering exceptional client service and expertise. Our team provides personalized advice and guidance to help individuals and families navigate complex financial decisions.

In this role, you will be responsible for:

  • Providing expert financial advice and guidance to clients on various investment products and services.
  • Developing and maintaining relationships with clients to understand their financial needs and goals.
  • Identifying and recommending customized savings solutions that meet clients' specific requirements.
  • Collaborating with internal teams to ensure seamless delivery of services and support to clients.

To succeed in this role, you must possess excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team. Your strong analytical and problem-solving skills will enable you to provide sound financial advice and guidance to clients.

We offer a competitive salary of $57,000 per year, plus opportunities for professional growth and development. If you are a motivated and customer-focused individual looking for a rewarding career, we encourage you to apply for this exciting opportunity.

About Us

The National Bank is a leading financial institution dedicated to providing innovative banking solutions and exceptional customer service. Our commitment to excellence has earned us a reputation as a trusted partner in the financial industry.

Why Join Us?

As a member of our team, you can expect:

  • A dynamic and supportive work environment.
  • Ongoing training and development opportunities.
  • A competitive compensation package.
  • A comprehensive benefits program.

We welcome applications from individuals who share our values of partnership, agility, and empowerment. If you are passionate about delivering exceptional client service and expert financial advice, we encourage you to apply for this exciting opportunity.



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