Financial Services Representative
3 weeks ago
Job Summary
We are seeking a skilled Financial Services Representative to join our team at National Bank. As a Banking Services Advisor, you will play a key role in providing exceptional client service and building strong relationships with our customers.
Key Responsibilities
- Provide personalized financial solutions to clients, including banking, investment, and insurance products.
- Conduct needs assessments to understand clients' financial goals and objectives.
- Develop and implement tailored financial plans to meet clients' needs.
- Build and maintain strong relationships with clients through regular communication and follow-up.
- Stay up-to-date on industry trends and product offerings to provide clients with the best possible solutions.
Requirements
- College diploma (DEC) or equivalent.
- Mutual fund representative (MFR) licence.
- Advisory service experience and a strong customer service focus.
What We Offer
- Competitive compensation and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
About Us
National Bank is a leading financial institution dedicated to providing exceptional service and innovative solutions to our clients. We are committed to building strong relationships with our customers and creating a positive impact in our communities.
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