Investment Advisor

3 days ago

Montreal, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly skilled Investment Advisor to join our team at the National Bank. As an Investment Advisor, you will play a critical role in providing personalized financial solutions to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide expert advice on investment products and services to clients
  • Develop and implement customized financial plans to meet clients' needs
  • Build and maintain strong relationships with clients to ensure their ongoing satisfaction
  • Stay up-to-date on market trends and economic conditions to provide informed advice to clients
  • Collaborate with colleagues to share knowledge and best practices
Requirements
  • College diploma (DEC) or equivalent
  • Mutual fund representative (MFR) licence
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing circumstances
What We Offer
  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

We are committed to creating a diverse and inclusive workplace that reflects the communities we serve. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.

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