Finance Specialist

18 hours ago


Toronto, Ontario, Canada National Bank Full time

About National Bank

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We are 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.

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Job Summary

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This is an exciting opportunity to join our team as a Finance Specialist. As a Banking Advisor at National Bank, you will adopt a friendly approach and use your analytical skills to offer a people-centric experience for branch clients.

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Your Role

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You will 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.

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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.

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Key Responsibilities:

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  • Listen to clients' needs and provide solutions">
  • Offer advice on transactions, investments, personal financing, insurance, and estate planning">
  • Support clients during mortgage renewals and renegotiations">
  • Ensure client satisfaction and engagement">

Requirements

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To be successful in this role, you will need a college diploma (DEC) or equivalent, advisory service experience, and an inclusive attitude and openness to diversity.

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Salary and Benefits

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The estimated salary range for this position is $55,200 - $66,900 per year, depending on your location and experience.

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In addition to competitive compensation, you will be eligible for a wide range of flexible benefits, including health and wellness programs, group insurance, pension plans, employee share ownership plans, employee and family assistance programs, preferential banking services, and opportunities to get involved in community initiatives.

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About You

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We welcome applications from individuals who share our values of partnership, agility, and empowerment and are passionate about making a positive impact on peoples' lives.

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Please submit your application, and we look forward to discussing this opportunity with you.



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