Strategic Financial Consultant

3 weeks ago

DolbeauMistassini, Quebec, Canada National Bank Full time

Unlock your career potential as a Strategic Financial Consultant at National Bank. As a key member of our team, you will provide expert financial guidance to clients and develop personalized plans to achieve their goals.

About the Role

This is an exciting opportunity to join a dynamic team where you can leverage your skills and experience to make a real impact. Our ideal candidate possesses excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.

Key Responsibilities
  • Identify clients' investment and financing needs to create tailored financial plans
  • Provide expert advice on investment and market trends to deliver customized solutions
  • Develop business development opportunities to expand client base and increase portfolio growth
  • Maintain high service quality standards, ensuring compliance and risk management rules are met
About Us

National Bank offers a collaborative and inclusive work environment that fosters personal and professional growth. Our team benefits from flexible working conditions, comprehensive training programs, and access to a wide range of expertise and resources.

Requirements
  • Bachelor's degree or equivalent recognized by the IPF
  • Diploma from the Institut de Planification Financière (IPF) or currently pursuing it within 12 months
  • Mutual fund representative (MFR) licence
  • Experience in portfolio management with business development objectives
  • Languages: French
What We Offer

In addition to competitive compensation, you will be eligible for a range of benefits, including health and wellness programs, flexible group insurance, generous pension plan, and employee share ownership plan. Our company culture values agility, empowerment, and inclusivity, creating a positive and supportive work environment.

We strive to put people first and create a barrier-free workplace accessible to all employees. If you require accommodation, please let us know during your initial conversations with us. Join our team and discover new opportunities for growth and success.

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