Strategic Financial Consultant

1 month ago


Barrie, Ontario, Canada National Bank Full time

Job Summary:


We are seeking a skilled Professional Financial Services Expert to join our team at National Bank. In this role, you will work closely with clients to provide personalized financial planning and advice, helping them achieve their life goals through the development of their financial plan.


Key Responsibilities:



  • Develop and implement effective financial plans that meet the unique needs and objectives of clients
  • Identify and exploit business development opportunities to increase the number of new customers and grow the volume of existing portfolios
  • Provide exceptional client service and support, ensuring the application of quality of service and operational quality standards
  • Stay up-to-date with changing customer needs and trends, offering adapted solutions and an extraordinary customer experience
  • Collaborate with the team to achieve business goals and objectives

About the Role:


As a Senior Professional Advisor, you will be responsible for a portfolio of clients in the Barrie/Collingwood/Midland region. You will work closely with the Financial Planners Manager and the team to provide comprehensive financial planning and advice.


Requirements:



  • Bachelor's degree (or equivalency recognized by FP Canada) as well as relevant experience in business development in the field of financial advisory services
  • Certified Financial Planner (CFP) Designation or on track to become CFP in the next 12 months
  • Mutual Fund Representative (MFR) Licence
  • Portfolio management experience with business development objectives to achieve
  • Good team player and have a collaborative spirit

What We Offer:


In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plans.


About Us:


National Bank is a leading financial institution that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We are committed to inclusivity and accessibility, and we want to offer an accessible, barrier-free workplace to all employees.



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