Ambitious Financial Services Professional Wanted
2 weeks ago
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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Financial Services Professional
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Saguenay, Quebec, Canada National Bank Full timeNational Bank is seeking a Financial Services Expert in Investments and Advisory to join its team. This role offers the opportunity to create a positive impact on clients' lives by supporting Financial Planners in their administrative investment activities and participating in business development activities.About the RoleAs a Financial Services Expert, you...
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Financial Operations Coordinator
1 month ago
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Professional Pastry Specialist
3 weeks ago
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Highly Skilled Office Support Professional
1 month ago
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3 weeks ago
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Senior Lending Solutions Consultant
1 week ago
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