Financial Services Specialist
3 days ago
Take your career to the next level as a Financial Services Specialist at National Bank. As a key member of our team, you will be responsible for providing exceptional client service and guidance on various financial products and services.
About the RoleThis is an exciting opportunity to work in a dynamic environment where you can leverage your analytical skills and people-centric approach to deliver tailored solutions for Personal and Small Business clients.
In this role, you will:
- Listen to clients' needs and resolve complex situations
- Offer advice and provide appropriate solutions for transactions, investments, personal financing, insurance, and estate planning
- Support clients through mortgage renewals or renegotiations
- Ensure client satisfaction and engagement
- Refer clients to specialist colleagues for specific needs
- Adhere to compliance and risk management rules
You will be working with a talented team of experts who specialize in investment, mortgage financing, and other areas. Our team values passionate individuals who bring bold ideas to the table.
About YouTo succeed in this role, you should have:
- A college diploma (DEC) or equivalent
- A mutual fund representative licence – If not, you must obtain this within three months of hiring
- Advisory service experience, an inclusive attitude, and openness to diversity
- Languages: French
- Skills: Press space or enter keys to toggle section visibility Accountability Brand Ambassadorship Business Development Client Education Client Engagement Client-focused Communication Digital literacy Diversity & Inclusion Driving Results Emotional Intelligence Empathy Funding Humility Initiative
We offer a comprehensive benefits package that includes competitive compensation, health and wellness programs, flexible group insurance, a generous pension plan, employee share ownership plan, and access to preferential banking services.
Our mission is to have a positive impact on people's lives, and we strive to create a barrier-free workplace that is accessible to all employees. We are committed to inclusivity and encourage internal mobility and professional growth.
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