Financial Services Specialist
1 week ago
Welcome 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 clients.
The annual salary for this position starts at $57,000, and we offer a reimbursement program for your studies. If you are looking for a role that offers opportunities for growth and development, consider joining our team
- Take calls from clients and answer their questions to provide personalized advice and recommendations.
- Listen to clients' needs and resolve situations that may be complex or sensitive.
- Complete transactions into investment accounts and direct clients to colleagues for specialized services.
- Ensure adherence to compliance and risk management rules to maintain high standards of quality and integrity.
We have a dynamic work environment and cutting-edge collaboration tools that foster a positive employee experience. Our core values of partnership, agility, and empowerment inspire us to create a barrier-free workplace that is accessible to all employees. We encourage regular feedback and ongoing communication through surveys and programs.
The call centre operates Monday to Friday from 8:00 a.m. to 8:00 p.m., offering flexible scheduling options. This role reports to the Director of Investment Solutions and involves daily collaboration with a team of specialists in investment, credit, mortgage financing, and more. You will also work with hundreds of experts specializing in various areas, including investment, credit, and mortgage financing.
We value passionate people and bold ideas, and our team culture emphasizes inclusivity and accessibility. We want our recruitment process to be fully accessible, and if you require accommodation, please let us know during your first conversations with us. What can you bring to our team? Join us as a Financial Services Specialist and live your ambitions
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