Company

National BankSee more

addressAddressMontreal, QC
salary SalaryTo be discussed
CategoryBanking

Job description

A career as an Investment and Finance Specialist for Corporation Employees (IFSC) at the National Bank means acting as a specialist with employees of our entrepreneurial clients. It is through your experience and mastery of personal finance concepts and your knowledge of Investment and financing that you have a positive impact on the customer experience and acquisition in this role.Your job
  • Ensure that our market shares grow on all 3 sides of the balance sheet among the employees of our corporate client.
  • Achieve customer acquisition and financial goals.
  • Ensure you offer distinctive customer services.
  • Identify business development opportunities in your business market.
  • Actively participate in corporate activities ton ensure good representation of the National Bank.
Your teamWithin the Investment sector, you are part of a team of several colleagues report to the senior director of Investment and retirement. Our teams stands out for its expertise, customer experience delivery and collaboration among its peers. We favor a variety of forms of continuous learning to enrich your development, in particular learning in actions, training content made available to you and working in collaboration with colleagues with diverse expertise and profile. Prerequisites
  •  Bachelor’s degree in finance or other related disciplines
  •  Minimum of 5 years of experience in an advisory role in a financial institution
  •  MFR title required, financial planner title a strong asset
  • Capacity to travel around the island of Montreal to meet clients in person
        Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
These are a few of the benefits available to you. 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're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
Refer code: 2146900. National Bank - The previous day - 2024-03-04 03:08

National Bank

Montreal, QC
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