Professional Banking and Financial Services Advisor
3 days ago
A Financial Services Advisor plays a vital role in helping clients achieve their financial goals at National Bank. This dynamic position offers opportunities for professional growth and development, making it an ideal choice for those passionate about delivering exceptional customer service.
About the Role
In this exciting opportunity, you will be responsible for providing personalized advice to clients on various banking solutions, including investment products, personal financing options, and insurance services. You will work closely with a dedicated team of experts to ensure seamless delivery of our comprehensive range of financial products and services.
Your Key Responsibilities
- Provide expert guidance to clients on their financial needs, ensuring tailored solutions are implemented to meet their objectives.
- Cultivate strong relationships with clients, leveraging your exceptional communication skills to build trust and loyalty.
- Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and risk management standards are met.
Requirements
To succeed in this role, you must possess:A college diploma (DEC) or equivalent qualification.A mutual fund representative (MFR) licence – obtainable within three months of hiring with a full refund once acquired.Advisory service experience, coupled with an inclusive attitude and openness to diversity.Excellent communication and interpersonal skills, with the ability to adapt to diverse client needs.
Benefits
National Bank offers a comprehensive benefits package, including:
- A competitive salary range of $55,200 - $66,900 per year.
- A generous pension plan and employee share ownership program.
- Ongoing training and professional development opportunities.
- A barrier-free workplace that values inclusivity and diversity.
About National Bank
We're a bank that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. We offer a range of benefits that cater to the diverse needs of our employees, fostering a positive and inclusive work environment.
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