Financial Services Representative

3 weeks ago


CarletonsurMer, Quebec, Canada National Bank Full time

About the Role:

The National Bank is seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and building strong relationships with our clients.

Key Responsibilities:

  • Listen to clients' needs and resolve complex situations.
  • Provide advice and offer appropriate solutions for Personal and Small Business clients.
  • Support clients through the mortgage renewal or renegotiation process.
  • Ensure client satisfaction and engagement.
  • Refer clients to specialist colleagues for their specific needs.
  • Ensure adherence to compliance and risk management rules.

About the Team:

You will be part of a dynamic team of experts specializing in investment, mortgage financing, and other areas. Our team values passionate people and bold ideas, and we work together to ensure our clients reach their goals and colleagues do what they love.

What We Offer:

  • A competitive compensation package.
  • A wide range of flexible benefits to promote your wellbeing and that of your family.
  • Opportunities for development and career advancement.
  • A dynamic work environment and cutting-edge collaboration tools.

Requirements:

  • A college diploma (DEC) or equivalent.
  • A mutual fund representative (MFR) licence.
  • Advisory service experience, inclusive attitude, and openness to diversity.

Language: English, French.

Why Join Us:

The National Bank is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives, and our core values of partnership, agility, and empowerment inspire us. We want to offer an accessible, barrier-free workplace to all employees and welcome all candidates.



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