Financial Services Representative

3 weeks ago


Mascouche, Quebec, Canada National Bank Full time

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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