Strategic Financial Guidance Specialist

7 days ago


Montreal, Quebec, Canada National Bank Full time

As a Strategic Financial Guidance Specialist at the National Bank call centre, you will play a vital role in providing personalized financial advice to clients. Your expertise and friendly approach will help clients achieve their financial goals and make informed investment decisions.

The annual salary for this position starts at $57,000 and includes a reimbursement program for professional development opportunities.

Your key responsibilities will include:

  • Providing tailored financial guidance to clients based on their individual needs and circumstances;
  • Assessing clients' financial situations and making recommendations on savings products and investment strategies;
  • Building strong relationships with clients and colleagues through effective communication and teamwork;
  • Staying up-to-date with market trends and product offerings to ensure clients receive the best possible advice;
  • Ensuring compliance with regulatory requirements and risk management protocols.

You will have the opportunity to work with a diverse team of specialists in investment, credit, and mortgage financing, and collaborate with experts to deliver exceptional client service. Our dynamic work environment fosters a positive employee experience, and we encourage regular feedback and open communication.

In addition to competitive compensation, you will be eligible for a range of benefits that promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, and opportunities to get involved in community initiatives.

We are committed to creating a barrier-free workplace that is accessible to all employees and welcomes candidates from diverse backgrounds. If you require accommodation during the recruitment process, please let us know.

We value passionate people who share our commitment to excellence and our mission to make a positive impact on peoples' lives. Join us as a Strategic Financial Guidance Specialist and take the first step towards a rewarding career in finance.



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