Financial Services Representative

2 weeks ago

Varennes, Quebec, Canada National Bank Full time
Job Title: Financial Services Representative

Join National Bank as a Financial Services Representative and take advantage of a unique opportunity to create a positive impact on our clients' lives.

About the Role:

We are seeking a highly motivated and organized individual to support our Financial Planners in all their administrative investment activities. As a Financial Services Representative, you will be responsible for optimizing interactions with clients on the technical, administrative, and operational aspects of their investment transactions.

You will use an advisory approach to detect opportunities and refer clients to the right specialist, propose transaction and investment solutions when analyzing client files, and support Financial Planners in data analysis and solving complex files to satisfy clients.

Additionally, you will ensure compliance with the processes used and the implementation of new features, as well as adherence to compliance and risk management rules.

About the Team:

You will be part of a team that stands out for its strong collaboration, empathy, and open-mindedness. You will have the opportunity to develop your skills through training, hands-on learning, and discussions with your partners.

This position reports to the Financial Planner Manager and requires you to be present in the workplace to fulfill client and operational needs.

What We Offer:

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it's important to you.

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

Requirements:
  • High school diploma and 3 years of relevant experience or college diploma and 1 year of relevant experience
  • 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
  • Experience in administrative support and in processing investment, financing, and transaction products
  • Proficient with IT tools and comfortable navigating digital tools
  • Ability to rigorously manage several requests at the same time
Skills:
  • Client-focused
  • Communication
  • Diversity & Inclusion
  • Driving Results
  • Emotional Intelligence
  • Empathy
  • Humility
  • Initiative
  • Learning Agility
  • Resiliency
  • Teamwork

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