Financial Services Specialist

2 weeks ago

Mirabel, Canada National Bank Full time

At National Bank, we're looking for a skilled Banking Advisor to join our team. As a Banking Advisor, you'll play a key role in helping clients achieve their financial goals. Your primary responsibility will be to provide expert advice and guidance to clients on a range of financial products and services.

Key Responsibilities:

  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide personalized advice and guidance on financial products and services, including investments, mortgages, and insurance.
  • Work closely with clients to identify and address their financial challenges and opportunities.
  • Stay up-to-date with industry trends and developments to ensure clients receive the best possible advice.

Requirements:

  • College diploma (DEC) or equivalent.
  • Mutual fund representative (MFR) licence - if not already held, must be obtained within three months of hiring.
  • Advisory service experience, inclusive attitude, and openness to diversity.

What We Offer:

  • Competitive compensation package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan.

We're committed to creating a workplace that's inclusive and barrier-free. If you require accommodation during the recruitment process, please let us know. We welcome applications from diverse candidates and are an equal opportunities employer.

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