Senior Financial Advisor

4 weeks ago


Montreal, Quebec, Canada National Bank Full time
Job Summary

We are seeking a highly skilled Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will be responsible for providing expert financial planning advice to clients and developing personalized financial plans to meet their goals.

Key Responsibilities
  • Identify clients' investment and financing needs to draft a personalized financial plan
  • Advise clients based on their needs and market trends to offer customized solutions
  • Create business development opportunities to increase the number of clients and the volume of existing portfolios
  • Ensure service and operational quality standards are applied, and compliance and risk management rules are followed
About the Role

This is an exciting opportunity to work with a large established company, covering a large territory, and enjoying flexible working conditions. Our training programs use on-the-job learning to help you master your role, and you'll have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Requirements
  • Bachelor's degree or equivalent recognized by the IQPF
  • Diploma from the Institut Québécois de Planification Financière (IQPF) or be on track to obtain it within 12 months
  • Mutual fund representative (MFR) licence
  • Experience in portfolio management with business development objectives
  • Business development experience in the financial advisory services field
  • Bilingualism is an asset
What We Offer

In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan, among others.

About Us

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We want to offer an accessible, barrier-free workplace to all employees and welcome all candidates who share our values of partnership, agility, and empowerment.



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