Job Title

Job Title A Senior Financial Services Representative in the Vancouver Banking team at National Bank is to act as a trusted financial partner supporting clients through their evolving investment and deposit needs. This job allows you to have a positive impact on our organization through your expertise in portfolio management, client relationship building, and financial solutions. Your Role Build, grow, and maintain profitable and lasting relationships by understanding clients unique financial goals. Identify and anticipate client needs to uncover opportunities that contribute to their financial success. Give advice and offer appropriate solutions for clients to meet their transactions, investment, personal financing, made-to-measure insurance and estate planning needs. Analyze market trends and economic shifts to advise clients on borrowing and investment decisions. Develop personalized strategies and manage lending portfolios effectively for key client accounts. Share knowledge of financial products with clients and colleagues, actively participating in team collaboration. Requirements Hold a university certificate and 3 years of experience; or bachelors degree and 2 years of experience in personal banking or financial services. Experience managing personal investments and deposit portfolios. Strong knowledge of financial products and lending solutions. Demonstrated analytical skills and ability to interpret market data. Fluency in English Benefits Competitive compensation 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 We Value Our Employees At National Bank, we are committed to delivering personalized financial solutions with empathy and integrity. We aim to offer our employees maximum flexibility to promote their quality of life. We welcome all candidates who share our values of partnership, agility, and empowerment.