Senior Financial Services Professional
4 weeks ago
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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