Client-Focused Financial Service Representative (Vancouver)

Become a valuable Client-Focused Financial Service Representative at National Bank, enhancing client interactions and supporting Financial Planners in investments. This role is essential for managing investment transactions and ensuring compliance within the firm's standards. You will leverage your advisory skills while supporting client needs through effective data analysis and solution proposals. With a collaborative team environment, you will gain opportunities for training and skill development. Key Responsibilities: • Manage client interactions for investment solutions • Identify potential opportunities through advisory methods • Analyze client files and propose necessary solutions • Collaborate with Financial Planners on complex cases • Adhere to compliance and risk management rules Requirements: • High school diploma with 3 years relevant experience • Obtain Mutual Fund Representative license within 3 months • Experience in customer service with a focus on business development • Basic investment knowledge and administrative support experience • Proficient in digital tools and IT applications Drive positive client outcomes while achieving qualified growth as a representative at National Bank. Apply on Kit Job: kitjob.ca/job/2pob8p