Senior Financial Advisor
3 days ago
Establish a fulfilling career as a Senior Financial Advisor with National Bank, where you'll have the opportunity to excel in investment planning and develop your skills in a dynamic environment.
About the RoleWe're seeking an experienced Senior Financial Advisor to join our team, responsible for advising clients on their investment needs and creating personalized financial plans. As a key member of our advisory services team, you'll work closely with clients to understand their goals and objectives, providing tailored solutions to meet their needs.
Key Responsibilities:
- Financial Planning: Identify clients' investment needs and create comprehensive financial plans to achieve their goals.
- Client Advice: Provide expert advice to clients on investment opportunities and market trends, ensuring they make informed decisions.
- Business Development: Develop business relationships and identify new opportunities to grow client portfolios and increase revenue.
- Quality Standards: Ensure high-quality service delivery, adhering to compliance and risk management regulations.
National Bank is a leading financial institution dedicated to delivering exceptional service and innovative solutions to its clients. We offer a dynamic work environment, cutting-edge technology, and opportunities for professional growth and development.
RequirementsTo be successful in this role, you'll need:
- A 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) license
- Experience in portfolio management with business development objectives
- Business development experience in the financial advisory services field
This senior role comes with a competitive salary, estimated at $85,000 per year, based on industry standards and location. You'll also enjoy a comprehensive benefits package, including:
- Health and wellness program
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
At National Bank, we value diversity, inclusivity, and employee well-being. We strive to create a barrier-free workplace that fosters a positive work-life balance and provides opportunities for growth and development.
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