Senior Financial Advisor

1 week ago

Barrie, Ontario, Canada National Bank Full time

Job Summary:

We are seeking a skilled Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in helping clients achieve their financial goals through personalized financial planning.

Key Responsibilities:

  • Develop and implement financial plans that meet the needs and objectives of clients
  • Identify clients' investment and financing needs to offer tailored financial solutions
  • Identify and pursue business development opportunities to grow the number of new customers and existing portfolios
  • Stay up-to-date with changing client needs to offer adapted solutions and exceptional customer experience
  • Ensure the application of quality service and operational standards, as well as compliance and risk management rules

About the Role:

As a Senior Financial Advisor, you will be part of a large team of colleagues in the Personal Banking sector. You will report to the Financial Planners Manager and be responsible for the clientele of three branches in the Barrie/Collingwood/Midland region. Our learning-by-doing training programs will enable you to master your job, and access to colleagues with different expertise, experience, and profiles will enrich your development.

Requirements:

  • Bachelor's degree (or equivalency recognized by FP Canada) as well as relevant experience in business development in the field of financial advisory services
  • Certified Financial Planner (CFP) Designation or on track to become CFP in the next 12 months
  • Mutual Fund Representative (MFR) Licence
  • Portfolio management experience with business development objectives to achieve
  • Good team player and have a collaborative spirit

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, employee share ownership plan, employee and family assistance program, preferential banking services, opportunities to get involved in community initiatives, telemedicine service, and virtual sleep clinic.

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. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We want to offer an accessible, barrier-free workplace to all employees and welcome all candidates who share our values and are passionate about making a difference in people's lives.

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