Financial Services Representative

3 weeks ago

SaintEustache, Quebec, Canada National Bank Full time
About the Role

As a Banking Advisor at National Bank, you will have the opportunity to work in a dynamic and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.

You will adopt a friendly approach and use your analytical skills to offer a people-centric experience for branch clients. This role offers opportunities for development, including obtaining your mutual fund representative licence, which will enable you to progress in your role and expand your responsibilities.

Key Responsibilities

  • Listen to clients' needs and resolve complex situations.
  • Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs.
  • Support your clients through the mortgage renewal or renegotiation process.
  • Ensure client satisfaction and engagement.
  • Refer your clients to your specialist colleagues for their specific needs.
  • Ensure adherence to compliance and risk management rules.

About the Team

The branch is open two evenings a week, and a number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager, and you will work with a team of experts specializing in investment, mortgage financing, and other areas.

Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other.

After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you, including advancing in the same role, getting promoted, or moving to another region or branch.

We offer many career opportunities and encourage internal mobility. Our training programs use on-the-job learning to help you master your role, and you will have access to personalized training content on topics such as banking solutions and the advisory approach.

Requirements

  • Hold a college diploma (DEC) or equivalent.
  • Hold a mutual fund representative (MFR) licence - If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it.
  • Advisory service experience, inclusive attitude, and openness to diversity.

Benefits

In addition to competitive compensation, upon hiring you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.

We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience, and we actively listen to employees' ideas.

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives, and our core values of partnership, agility, and empowerment inspire us. We offer a barrier-free workplace that is accessible to all employees.

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