Financial Services Specialist
1 week ago
At National Bank, we're dedicated to helping our clients achieve their financial goals. As a Financial Services Specialist, you'll play a vital role in providing personalized support and guidance to our clients.
With a varied role that offers opportunities for development, you'll have the chance to grow professionally and expand your responsibilities. By obtaining your mutual fund representative licence, you'll be able to progress in your role and take on new challenges.
Your key responsibilities will include:
- Listening to clients' needs and resolving complex situations
- Providing advice and offering solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs
- Supporting clients through the mortgage renewal or renegotiation process
- Ensuring client satisfaction and engagement
- Referring clients to specialist colleagues for their specific needs
- Ensuring adherence to compliance and risk management rules
In this role, you'll work closely with a team of experts specializing in investment, mortgage financing, and other areas. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience.
We offer a competitive salary of around $65,000 - $85,000 per year, depending on location and experience. In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family.
Our benefits include:
- A health and wellness program with many options
- Flexible group insurance
- A generous pension plan
- An Employee Share Ownership Plan
- An Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- A telemedicine service
- A virtual sleep clinic
We're committed to creating a barrier-free workplace that's accessible to all employees. If you require accommodation, please let us know during your first conversations with us.
At National Bank, we value 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.
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