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Senior Wealth Management Advisor

2 months ago

Vald'Or, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly motivated and experienced Senior Wealth Management Advisor to join our team at National Bank. As a key member of our Wealth Management division, you will be responsible for providing exceptional client service and building long-term relationships with our clients.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with a portfolio of clients, providing personalized advice and guidance to help them achieve their financial goals.
  • Financial Planning: Offer comprehensive financial planning services to clients, including investment advice, retirement planning, and estate planning.
  • Product and Service Knowledge: Stay up-to-date on industry trends and developments, and provide clients with expert advice on a range of financial products and services.
  • Team Collaboration: Work closely with other specialists within the Bank to ensure seamless delivery of services to clients.
Requirements
  • Education: Completion of the Canadian Securities Course (or equivalent) and Conduct and Practices Handbook Course.
  • Experience: Minimum 2 years of experience in a related field, such as financial planning or investment advice.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Knowledge: Strong knowledge of financial products and services, including investments, retirement planning, and estate planning.
What We Offer
  • Competitive Compensation: A competitive salary and bonus structure.
  • Benefits: A comprehensive benefits package, including health and wellness programs, flexible group insurance, and employee assistance programs.
  • Professional Development: Opportunities for ongoing training and professional development, to help you stay up-to-date with industry trends and best practices.