Financial Services Representative

3 weeks ago


Châteauguay, Quebec, Canada National Bank Full time

At National Bank, we offer a unique opportunity to embark on a fulfilling career as a Financial Services Representative. This role allows you to develop a personalized approach with clients, providing tailored solutions to meet their financial needs. As a key member of our team, you will be responsible for delivering exceptional client service, exceeding expectations through proactive advice and guidance.



Your Key Responsibilities:


  • Analyze clients' financial situations and provide expert advice on banking solutions.
  • Develop and maintain strong relationships with clients, ensuring their financial needs are met through our comprehensive range of products.
  • Collaborate with colleagues to deliver a seamless client experience, leveraging your expertise to drive business growth.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and risk management.
  • Act as a trusted advisor, providing guidance on budgeting, saving, and investing.
  • Support clients through the mortgage renewal or renegotiation process, ensuring a smooth transition.


About the Role:

This is an exciting opportunity to join a dynamic team at National Bank. As a Financial Services Representative, you will have the chance to grow your skills and knowledge, working closely with experienced professionals who are passionate about delivering exceptional client service.



Requirements:


  • Hold a college diploma (DEC) or equivalent.
  • Hold a mutual fund representative (MFR) licence – If not, obtain this licence within three months of hiring with a full refund once you have successfully obtained it.
  • Demonstrate excellent communication and interpersonal skills, with a strong ability to build rapport with clients.


We offer a comprehensive training program, with ongoing support and development opportunities to help you succeed in this role. If you are a motivated and customer-focused individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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