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Financial Investment Consultant
2 months ago
Position Overview:
As a Financial Investment Consultant at National Bank, you will play a crucial role in assisting clients in formulating investment strategies that align with their financial objectives. Your success will stem from your determination, extensive network of branch advisors, and comprehensive understanding of investment products.
Key Responsibilities:
- Enhance savings within your sector by providing integrated financial solutions tailored to the profiles of both existing and prospective clients.
- Engage in proactive outreach to expand your client portfolio.
- Develop personalized retirement plans and strategies for clients.
- Collaborate closely with branch financial advisors as a specialist in investment and retirement.
- Educate financial advisors on topics including pension plans, retirement strategies, tax implications of life events, and complex retirement products such as LIRAs, LRSPs, RRIFs, LIFs, and annuities.
- Facilitate client seminars addressing investment and retirement planning challenges.
- Stay updated on market trends and developments to provide informed advice.
Team Environment:
We prioritize your work-life balance by offering a flexible work environment, including a hybrid model that combines remote and in-office work. Our commitment to your professional growth is evident through our comprehensive training programs, which utilize on-the-job learning to enhance your skills.
Qualifications:
- Post-secondary education in a relevant field (college diploma, university certificate, bachelor's or master's degree).
- Possession of a Mutual Fund Representative (MFR) license.
- Experience in business development.
- Strong knowledge of investment products.
Skills:
- Accountability
- Client-focused approach
- Effective communication
- Diversity & Inclusion
- Results-driven mindset
- Emotional intelligence
- Empathy
- Initiative
- Learning agility
- Resilience
- Team collaboration
Benefits:
In addition to competitive compensation, you will have access to a variety of flexible benefits designed to promote 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
Company Culture:
At National Bank, we are committed to fostering a workplace that prioritizes inclusivity and accessibility. Our core values of partnership, agility, and empowerment guide our mission to positively impact the lives of our clients and employees alike.
