Senior Financial Services Professional

4 weeks ago


Barrie, Ontario, Canada National Bank Full time

Job Summary:

We are seeking a Senior Financial Services Professional to join our team at National Bank. As a key member of our advisory services team, you will play a vital role in helping clients achieve their financial goals through personalized financial planning.

Key Responsibilities:

  • Develop and implement comprehensive financial plans tailored to clients' needs and objectives
  • Identify and capitalize on business development opportunities to grow existing portfolios and attract new clients
  • Collaborate with colleagues to deliver exceptional client service and support
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and risk management

Requirements:

  • Bachelor's degree or equivalent in a related field, along with relevant experience in business development and financial advisory services
  • Certified Financial Planner (CFP) designation or on track to obtain within the next 12 months
  • Mutual Fund Representative (MFR) license
  • Portfolio management experience with a focus on business development objectives
  • Excellent communication and interpersonal skills, with a collaborative spirit

What We Offer:

  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • A dynamic and inclusive work environment

About Us:

National Bank is a leading financial institution committed to helping our clients achieve their financial goals. We value our employees and offer a range of benefits and opportunities for growth and development.



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