Financial Service Professional

7 hours ago


Richmond, British Columbia, Canada NBC Full time

We are seeking a highly motivated and dynamic Financial Service Professional to join our team at National Bank. As a Banking Advisor, you will play a vital role in delivering exceptional client experiences and driving business growth.

Job Summary

The ideal candidate will possess excellent communication skills, a strong analytical mind, and the ability to build lasting relationships with clients. You will be responsible for providing personalized financial solutions, offering expert advice, and ensuring seamless customer experiences.

This is an excellent opportunity for those who are passionate about finance, eager to learn, and committed to delivering outstanding results.

Key Responsibilities:
  • Client Engagement: Foster strong relationships with clients, understand their needs, and provide tailored financial solutions
  • Financial Analysis: Conduct thorough analysis of clients' financial situations, identify opportunities, and develop effective strategies
  • Solution Development: Collaborate with clients to create personalized financial plans, leveraging National Bank's products and services
  • Account Management: Manage client accounts, ensure timely completion of transactions, and maintain accurate records
  • Professional Development: Stay up-to-date on industry trends, regulatory changes, and best practices, applying this knowledge to drive business growth
Requirements:
  • Education: Hold a college diploma (DEC) or equivalent
  • Licenses and Certifications: Possess a mutual fund representative (MFR) licence; obtain within three months if not already held
  • Skills and Experience: Advisory service experience, inclusive attitude, and openness to diversity
What We Offer:

As a Financial Service Professional with National Bank, you can expect a competitive salary of $60,000 - $80,000 per year, depending on your level of experience and qualifications. In addition to a comprehensive compensation package, you will enjoy a wide range of benefits, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.

About Us:

National Bank is a leading financial institution dedicated to delivering exceptional client experiences and driving business growth. We are committed to fostering a culture of inclusivity, diversity, and innovation, where our employees feel valued, empowered, and inspired to succeed.



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