Senior Financial Consultant

4 days ago


SaintGeorges, Quebec, Canada National Bank Full time

As a Senior Financial Consultant at National Bank, you will play a key role in helping clients achieve their financial goals. With a competitive salary of $120,000 per year, this position offers excellent compensation and benefits.

About the Role

This is an exciting opportunity to join our team of experienced financial advisors. In this role, you will be responsible for providing expert financial planning and advisory services to individual and corporate clients. Your goal will be to identify and understand their unique financial needs and develop customized solutions to meet those needs.

Key Responsibilities
  • Conduct client meetings to assess financial situations and provide recommendations for investment and financing strategies
  • Analyze market trends and economic conditions to develop informed advice for clients
  • Develop and implement comprehensive financial plans that align with client goals and objectives
  • Maintain relationships with existing clients and seek out new business opportunities through referrals and networking
Requirements

To succeed in this role, you will need to have a Bachelor's degree or equivalent and a strong background in finance and accounting. You should also possess excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team.

Benefits

In addition to a competitive salary, you will also receive a range of benefits, including health and wellness programs, flexible insurance options, and retirement savings plans. Our dynamic work environment and commitment to ongoing learning and development make us an ideal place to grow your career.



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