Ambitious Financial Services Professional Wanted

2 weeks ago


Saguenay, Quebec, Canada National Bank Full time

At National Bank, we're seeking an ambitious financial services professional to join our team. As a Financial Services Representative in Investments, you'll play a key role in providing exceptional client experiences and supporting our Financial Planners in all their administrative investment activities.

We're offering a competitive salary of around $60,000 per year, plus additional benefits that promote your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, and opportunities for professional growth and development.

Your primary responsibilities will include:

  • Optimizing interactions with clients on the technical, administrative, and operational aspects of their investment transactions.
  • Using an advisory approach by detecting opportunities and referring clients to the right specialist.
  • Proposing transaction and investment solutions when analyzing client files, if required.
  • Supporting Financial Planners in data analysis and solving complex files to satisfy clients.

To be successful in this role, you'll need to have:

  • A high school diploma and 3 years of relevant experience or a college diploma and 1 year of relevant experience.
  • A Mutual Fund Representative (MFR) license or obtain certification within 3 months of hiring.
  • Experience in customer service and interest in business development.
  • Basic investment knowledge and experience in administrative support and in processing investment, financing, and transaction products.

In return, we offer a dynamic work environment, cutting-edge collaboration tools, and opportunities for career growth and development. If you're passionate about delivering exceptional client experiences and making a positive impact in people's lives, apply today



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