Senior Financial Advisor

3 weeks ago


Montreal, Quebec, Canada National Bank Full time

Are you looking to leverage your expertise in financial planning and portfolio management to drive business growth? National Bank is seeking a Senior Financial Advisor - Portfolio Development Specialist to join our team.

About the Role

We are a leading financial institution committed to helping individuals and families achieve their financial goals. As a Senior Financial Advisor - Portfolio Development Specialist, you will play a key role in developing and executing strategies to grow our client base and increase revenue.

Key Responsibilities:
  • Identify and pursue high-potential clients and opportunities to expand our presence in the market
  • Develop and maintain strong relationships with clients to provide tailored financial solutions and advice
  • Collaborate with cross-functional teams to design and implement targeted marketing campaigns and business development initiatives
About You

To be successful in this role, you will require:

  • 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
What We Offer

In addition to a competitive salary of $85,000 per year, you can expect:

  • A comprehensive benefits package, including health and wellness programs, flexible group insurance, and pension plan
  • Ongoing training and development opportunities to enhance your skills and knowledge
  • A dynamic work environment that fosters collaboration and innovation

At National Bank, we value diversity and inclusion. We strive to create an accessible and welcoming workplace for all employees. If you require accommodation during the recruitment process, please let us know.



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