Financial Services Advisor
3 days ago
We are seeking a highly skilled Financial Services Advisor to join our team at National Bank. This is a unique opportunity to build a successful career in the financial services industry.
About the RoleThis is a permanent, full-time position with a competitive salary of approximately $55,000 - $70,000 per year, depending on experience and qualifications.
As a Financial Services Advisor, you will be responsible for providing exceptional customer service and support to clients, including advising them on investment opportunities and products.
Key Responsibilities- Provide expert advice to clients on investment opportunities and products
- Develop and maintain relationships with clients to identify their financial needs and goals
- Collaborate with internal teams to provide comprehensive financial solutions to clients
- Maintain accurate records and reports to ensure compliance with regulatory requirements
To be successful in this role, you will need:
- A high school diploma and 3 years of relevant experience or a college diploma and 1 year of relevant experience
- A Mutual Fund Representative (MFR) license or obtain certification within 3 months of hiring
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
We offer a comprehensive benefits package, including:
- Competitive salary and bonus structure
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
We are an equal opportunities employer and welcome applications from diverse candidates. If you are passionate about delivering exceptional customer service and have a strong background in finance, we encourage you to apply for this exciting opportunity.
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