Advisory Services Specialist

6 hours ago


Farnham, Surrey, United Kingdom Banque Nationale du Canada Full time
Job Description

We are seeking a skilled Advisory Services Specialist to join our team at Banque Nationale du Canada. The successful candidate will provide expert advice and guidance to clients on personal banking matters, including transactional services, investment, and estate planning.

In this role, you will work closely with clients to understand their financial needs and develop tailored solutions to meet those needs. You will also be responsible for maintaining accurate records and communicating effectively with internal stakeholders.

To succeed in this role, you will need a solid understanding of financial markets, regulatory requirements, and industry trends. A strong analytical mind, excellent communication skills, and a customer-focused approach are essential.

A minimum of three years of experience in a related field, such as wealth management or investment banking, is preferred. A bachelor's degree in a relevant field, such as business or finance, is also required.

Compensation: $62,000 - $80,000 per year, depending on experience.



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