Professional Financial Services Specialist
3 weeks ago
**About the Role**
We are seeking a highly skilled and experienced Professional Financial Services Specialist to join our team at National Bank. As a key member of our team, you will play a vital role in providing exceptional client service and support.
**Job Summary**
The Professional Financial Services Specialist will be responsible for optimizing interactions with clients on the technical, administrative, and operational aspects of their investment transactions. This includes using an advisory approach to detect opportunities and referring clients to the right specialist, proposing transaction and investment solutions when analyzing client files, if required, and supporting Financial Planners in data analysis and solving complex files to satisfy clients.
**Key Responsibilities**
- Ongoing interaction with clients to provide excellent service and address their needs
- Assist Financial Planners in all administrative investment activities
- Promote business development activities with clients
- Analyze client files to propose suitable investment solutions
- Solve complex files and resolve client issues
**Requirements**
- Degree in a related field or equivalent experience
- Minimum 3 years of relevant experience in customer service and/or financial services
- Mutual Fund Representative (MFR) license (or ability to obtain within 3 months)
- Proficient in IT tools and digital platforms
- Excellent communication and problem-solving skills
**What We Offer**
In addition to a competitive salary of $65,000 - $85,000 per year, we offer a comprehensive benefits package including health and wellness programs, flexible group insurance, pension plan, Employee Share Ownership Plan, and more.
At National Bank, we value diversity and inclusion and strive to create a work environment that is accessible to all employees. If you require accommodation during the recruitment process, please let us know.
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