Senior Financial Services Professional
1 month ago
We are seeking a highly motivated and experienced Banking Advisor to join our team at National Bank. As a key member of our branch, you will be responsible for providing exceptional client service and developing lasting relationships with our clients.
Job SummaryThe successful candidate will have a strong background in financial services, excellent communication and interpersonal skills, and a passion for helping others achieve their financial goals. You will work closely with our clients to understand their needs and provide personalized solutions that meet their unique circumstances.
About Our ClientNational Bank is a leading financial institution dedicated to providing innovative banking solutions to individuals and businesses. We value our employees and offer a dynamic work environment that fosters growth and development.
Key Responsibilities- Meet with clients to discuss their financial needs and develop personalized plans to achieve their goals.
- Analyze client data and make recommendations on investment and savings strategies.
- Develop and maintain relationships with clients through regular communication and follow-up.
- Work collaboratively with other team members to ensure seamless delivery of services.
- Maintain accurate records and reports as required.
To succeed in this role, you will require:
- A college diploma (DEC) or equivalent.
- A mutual fund representative (MFR) licence.
- Excellent communication and interpersonal skills.
- A passion for helping others achieve their financial goals.
In addition to competitive compensation, we offer a comprehensive benefits package, including:
- A generous pension plan.
- Flexible group insurance.
- A health and wellness program.
- A telemedicine service.
- A virtual sleep clinic.
We also offer opportunities for professional growth and development, as well as a dynamic work environment that fosters collaboration and teamwork.
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