Lead Financial Services Advisor

2 weeks ago


Edmonton, Alberta, Canada National Bank Full time
Job Overview

A dynamic and challenging role awaits you as a Lead Financial Services Advisor at National Bank. With a focus on delivering exceptional client experiences, you will have the opportunity to live your ambitions and make a positive impact on the lives of your clients and colleagues.

This is a varied role that allows you to adopt a friendly approach and utilize your analytical skills to offer a people-centric experience for branch clients. You will be part of a team that values passionate people and bold ideas, working together to ensure clients reach their goals and colleagues do what they love.

The ideal candidate will possess a college diploma (DEC) or equivalent and hold a mutual fund representative (MFR) licence. If not, they must obtain this licence within three months of hiring. Advisory service experience, an inclusive attitude, and openness to diversity are also essential. In addition, proficiency in English is required.

We are looking for someone who can bring their passion and expertise to our team. As a Lead Financial Services Advisor, you will have opportunities for development and growth, including obtaining your mutual fund representative licence and expanding your responsibilities through performing mutual fund transactions.

We offer a wide range of flexible benefits to promote your wellbeing and that of your family, including a health and wellness program, flexible group insurance, generous pension plan, employee share ownership plan, employee and family assistance program, preferential banking services, and opportunities to get involved in community initiatives.

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