Senior Financial Advisor

3 days ago


Montreal, Quebec, Canada National Bank Full time

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 Role

We'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.
About Us

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.

Requirements

To 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
Compensation and Benefits

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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