Senior Financial Services Advisor

5 days ago


Saguenay, Quebec, Canada National Bank Full time
Job Description

A career as a Senior Financial Services Advisor at National Bank offers a unique opportunity to develop your expertise in financial planning and advisory services.

Key Responsibilities:
  • Identify clients' investment and financing needs to create personalized financial plans.
  • Advise clients on tailored solutions based on their needs and market trends.
  • Develop business opportunities to expand client base and existing portfolios.
  • Maintain service and operational quality standards, ensuring compliance and risk management rules are followed.
Requirements:
  • Bachelor's degree or equivalent recognized by the IPF.
  • Diploma from the Institut de Planification Financière (IPF) or nearing completion within 12 months.
  • Mutual fund representative (MFR) license.
  • Experience in portfolio management with business development objectives.
  • Business development experience in the financial advisory services field.
Benefits:
  • Competitive compensation package.
  • Comprehensive health and wellness program.
  • Flexible group insurance options.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Ongoing professional development opportunities.


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