Senior Wealth Management Advisor

3 weeks ago

Montreal, Quebec, Canada National Bank Full time

Position Overview:

As a Senior Wealth Management Advisor at National Bank, you will enhance your financial advisory skills while advancing your career in the investment sector. This role offers a unique opportunity to work remotely, allowing you to engage with clients through both mutual funds and securities.

Key Responsibilities:

  • Illustrate the significance of financial advice to clients by utilizing a structured advisory model encompassing investment, financing, and protection strategies.
  • Develop comprehensive retirement plans, financial strategies, and withdrawal plans to assist clients during pivotal financial moments.
  • Collaborate with a diverse team specializing in mutual funds and securities to deliver an exceptional investment experience tailored to client needs.
  • Foster long-term client relationships through diligent account management, focusing on acquisition and retention.
  • Promote the service offerings linked to this advisory model to enhance client engagement and satisfaction.
  • Direct clients to relevant specialists (insurance, financing, full-service advisors, etc.) as necessary.
  • Ensure adherence to compliance and risk management protocols.
  • Maintain effective communication to meet client expectations as per established standards.

Your Team:

As a member of the Remote Consulting team, you will collaborate with a group of 30 advisors organized into small, multidisciplinary teams, dedicated to serving the clients in your portfolio.

Work Environment:

We prioritize your work-life balance by offering a hybrid work schedule, allowing for 2 days of remote work and 3 days in the office. This flexibility supports your personal and professional life.

Continuous Learning:

We encourage various forms of ongoing education to enhance your development, including hands-on learning, accessible training materials, and collaboration with colleagues from diverse backgrounds.

Qualifications:

  • Bachelor's degree in finance, administration, or a related field.
  • 3-5 years of experience in a senior advisory capacity focusing on investment, financing, and protection.
  • Current Mutual Funds Representative (MFR) license.
  • Proven experience in business development.
  • Strong ability to cultivate long-term client relationships.
  • Team-oriented with exceptional communication skills.

Language Requirements:

Proficiency in English and French is essential, as you will be serving clients who communicate in both languages.

Skills:

  • Accountability
  • Client-focused approach
  • Effective communication
  • Diversity & Inclusion
  • Results-driven mindset
  • Emotional intelligence
  • Empathy
  • Initiative
  • Learning agility
  • Resilience
  • Teamwork

Benefits:

In addition to competitive compensation, you will have access to a comprehensive range of flexible benefits designed to support your well-being and that of your family, including:

  • Health and wellness programs
  • Flexible group insurance options
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities for community involvement
  • Telemedicine services
  • Virtual sleep clinic

We are committed to creating a dynamic work environment that fosters collaboration and values employee feedback. Our mission is to positively impact the lives of our clients and employees alike, guided by our core values of partnership, agility, and empowerment.

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