At a Glance
- Tasks: Help clients with their investment transactions and provide tailored solutions.
- Company: Join a people-first bank known for its collaborative culture and innovation.
- Benefits: Enjoy flexible work schedules, health programs, and a generous pension plan.
- Other info: Dynamic environment with opportunities for community involvement and career growth.
- Why this job: Make a positive impact on clients' lives while developing your skills in finance.
- Qualifications: High school diploma or college diploma with relevant experience; MFR license required.
The predicted salary is between 47250 - 57750 $ per year.
Optimize interactions with clients on the technical, administrative and operational aspects of their investment transactions. Use an advisory approach by detecting opportunities and referring clients to the right specialist. Propose transaction and investment solutions when analyzing client files, if required. Support Financial Planners in data analysis and solving complex files to satisfy clients. Ensure compliance with the processes used and the implementation of new features. Ensure adherence to compliance and risk management rules.
You’ll be part of a team that stands out for its strong collaboration. You’re known for your empathy and open-mindedness. You’ll have the opportunity to develop your skills through training, hands-on learning and discussions with your partners. This position reports to the Financial Planner Manager. This position requires you to be present in the workplace in order to fulfil client and operational needs. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.
Prerequisites:
- High school diploma and 3 years of relevant experience or college diploma and 1 year of relevant experience
- Mutual Fund Representative (MFR) license (or obtain certification within 3 months of hiring)
- Experience in customer service and interest in business development
- Basic investment knowledge
- Experience in administrative support and in processing investment, financing and transaction products
- Proficient with IT tools and comfortable navigating digital tools
- Ability to rigorously manage several requests at the same time
Languages: French Required skills:
- Client Education
- Client Engagement
- Client-focused
- Communication
- Driving Results
- Emotional Intelligence
- Finance
- Information Analysis
- Insurance
- Investments
- Learning Agility
- Organization Skills
- Proposal Generation
- Readiness
- Retirement Planning
- Solution implementation
- Standards Compliance
- Succession products and services
- Taxations
- Teamwork
In addition to competitive compensation, you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as: Health and wellness program, including many options; Group insurance; Generous pension plan; Employee and Family Assistance Program; Preferential banking services; Opportunities to get involved in community initiatives; Telemedicine service; Virtual sleep clinic.
We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We aim, wherever possible, to provide a barrier-free and accessible environment to all employees. We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates!
Financial Service Representative employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
