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Wealth Management Advisor
3 months ago
Position Overview:
As a Wealth Management Advisor at National Bank, you will play a pivotal role in assisting clients with their investment and retirement strategies. Your expertise, coupled with a robust network of branch advisors and internal collaborators, will be essential in delivering tailored financial solutions.
Key Responsibilities:
- Enhance savings within your sector by providing comprehensive financial solutions that align with the unique profiles of both existing and prospective clients.
- Engage in proactive outreach to expand your client portfolio.
- Develop personalized retirement plans and investment strategies for clients.
- Collaborate closely with branch financial advisors, serving as a specialist in investment and retirement matters.
- Educate financial advisors on critical topics, including pension plans, retirement options, tax implications of life events, and complex investment products.
- Facilitate client seminars focused on investment and retirement planning.
- Stay abreast of market trends and developments to inform your strategies.
Team Environment:
We prioritize your work-life balance by offering a flexible work model that includes both remote and in-office options. The Wealth Management Advisor will oversee the Fredericton and St John territories.
Our training programs emphasize on-the-job learning, providing you with access to personalized training materials to support your professional growth. You will collaborate with colleagues from diverse backgrounds, enriching your development experience.
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 understanding 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 wide range 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 values courage, entrepreneurial spirit, and a passion for people. Our mission is to positively impact the lives of our clients and communities. We uphold core values of partnership, agility, and empowerment, ensuring inclusivity is central to our operations.
We strive to create an accessible and barrier-free environment for all employees. If you require accommodations during the recruitment process, please let us know. We welcome candidates from all backgrounds.
