Financial Services Advisor

4 weeks ago

BaieSaintPaul, Quebec, Canada Banque Nationale Full time
About the Role

We are seeking a highly skilled Financial Services Advisor to join our team at Banque Nationale. As a key member of our branch, you will play a vital role in providing exceptional client service and support.

Key Responsibilities
  • Client Engagement: Build and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
  • Financial Planning: Collaborate with clients to develop and implement comprehensive financial plans, including investment, mortgage, and personal financing strategies.
  • Product Knowledge: Stay up-to-date on Banque Nationale's products and services, ensuring you can effectively recommend and implement solutions that meet client needs.
  • Team Collaboration: Work closely with colleagues to ensure seamless client service and support, including referrals to specialist colleagues as needed.
  • Compliance: Maintain a deep understanding of regulatory requirements and ensure compliance with all relevant laws and regulations.
Requirements
  • Education: College diploma or equivalent.
  • Experience: Proven experience in a financial services advisory role, with a strong track record of building and maintaining client relationships.
  • Licenses and Certifications: Investment representative license (when required, must be obtained within three months of hiring with full reimbursement upon successful completion).
What We Offer
  • Competitive Compensation: A comprehensive compensation package, including salary, bonuses, and benefits.
  • Professional Development: Opportunities for ongoing training and professional development, ensuring you stay up-to-date on industry trends and best practices.
  • Collaborative Work Environment: A dynamic and supportive team environment, with a focus on collaboration and open communication.
  • Employee Benefits: A range of benefits, including health and wellness programs, flexible insurance options, and retirement plans.

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